The M & A Group LLC
Firm details
- Headquarters
- Stillwater, Minnesota
- CRD number
- 144909
- Registered since
- January 10, 2008
Firm profile
FINTRXOverview
The M & A Group LLC is an SEC-registered limited liability company that first registered with the SEC in 2008. The firm is owned by an individual and is categorized in FINTRX’s data as “Unclassified.” Public records indicate it is not designated as a capital allocator and is not identified as an active ESG investor. FINTRX does not list a client base, fee structure, or descriptive business/advisory activities for the firm. The record also indicates the firm is not a multi-state adviser, not newly formed, not a pension consultant, and is not listed as a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 7
David Whatley
Regional Vice PresidentCRD 4093633
Richard Vitale
EVPCRD 4752484
Ivar Sorensen
Co-Founder and PartnerCRD 5679179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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