The M & A Group LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
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 under individual ownership. The firm’s public profile contains very limited operational detail: it is listed as an unclassified advisory entity, has not reported client segments or fee structure in the provided data, and has not indicated engagement in ESG investing. The dataset also notes the firm is not a capital allocator, not a multistate adviser, not a pension consultant, and not identified as a related adviser to another registered firm. Available information is sparse enough that the firm’s business model and service mix cannot be clearly reconstructed from the record supplied. No advisory activities, client types, or investment preferences were disclosed in the source material, so assessments of specialization or target clientele rely on external reporting beyond this dataset.

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 6
  • David Whatley

    David Whatley

    Regional Vice PresidentCRD 4093633

  • Richard Vitale

    EVPCRD 4752484

  • Ivar Sorensen

    Ivar Sorensen

    Co-Founder and PartnerCRD 5679179

Unlock 3 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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