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 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
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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