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 a limited liability company that has been SEC-registered since 2008 and is owned by an individual. The firm is classified as unclassified in the provided dataset. Key operational flags in the record indicate the firm does not act as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, is not newly formed, and does not list itself as a pension consultant or as a related adviser. The dataset supplied no descriptions of the firm’s client segments, fee models, specific business or advisory activities, or external affiliations. That lack of disclosure makes it impossible from these materials to characterize the client-facing services, target markets, or investment strategy with confidence.
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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