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 organized as a limited liability company and has been SEC-registered since 2008. Ownership is held by an individual and the firm is recorded under an unclassified adviser type. Public disclosures indicate it is not positioned as a capital allocator and does not identify as an active ESG investor. The firm is not listed as a multi-state adviser, a pension consultant, a newly formed adviser, or as part of a related-adviser structure. Disclosure about the firm’s advisory activities, client segments, fee arrangements and broader business activities is not provided in the available data.
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 7Ivar Sorensen
Co-Founder and PartnerCRD 5679179

Braeden Neumann
Investment AssociateCRD 8130194
Richard Vitale
EVPCRD 4752484
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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