The M & A Group LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Stillwater, Minnesota
CRD number
144909
Registered since
January 10, 2008

Firm profile

FINTRX

Overview

The M & A Group LLC is organized as a limited liability company and has been SEC-registered since 2008. FINTRX classifies ownership as individual and lists the firm as “unclassified” for its operating category. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor. FINTRX also flags the firm as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX provides minimal detail about the firm's advisory services, client segments, or fee arrangements in the dataset used here, so public-facing descriptions of its investment approach and client offerings are limited.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • David Whatley

    David Whatley

    Regional Vice PresidentCRD 4093633

  • Richard Vitale

    EVPCRD 4752484

  • Ivar Sorensen

    Ivar Sorensen

    Co-Founder and PartnerCRD 5679179

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stillwater, MN

Washington

Location

Stillwater, MN

Headquartered in Stillwater, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Washington
Address
512 Liberty Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth