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 a limited liability company that registered with the SEC in 2008. Ownership is listed as an individual proprietor and the firm is classified as unclassified in the available registry data. The record indicates the firm is not a capital allocator and does not identify as an active ESG investor. It is not designated as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Public filings and the supplied profile do not disclose the firm's client segments, fee schedule, specific advisory activities, or the types of services it provides, so its investment focus and operational model are not described in the available data.

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
  • IVAR SORENSEN

    Co-Founder and PartnerCRD 5679179

  • Braeden Neumann

    Investment AssociateCRD 8130194

  • RICHARD VITALE

    EVPCRD 4752484

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