The Minnesota Group at Morgan Stanley Wealth Management Revenue

Financial Services • Minneapolis, Minnesota, United States • 1-10 Employees

The Minnesota Group at Morgan Stanley Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at The Minnesota Group at Morgan Stanley Wealth Management

Rita Miller

Managing Director Finance

Company overview

Headquarters	225 South 6th St, Suite 5300, Minneapolis, Minnesota 55402, US
Phone number	+16123406722
Website	morganstanley.com
NAICS	52
Keywords	Retirement Planning, Portfolio Management, Financial Planning, Alternative Investments, Retirement Income Strategies, Business Owner Exit Strategies, Certified Financial Planner™ (Cfp®), Certified Private Wealth Advisor® (Cpwa®), Tax Deferred Real Estate Exchange Solutions
Employees	1-10
Socials

About The Minnesota Group at Morgan Stanley Wealth Management

The Minnesota Group is a team of Financial Advisors with depth of experience across a broad spectrum of wealth management issues. Our team is committed to delivering comprehensive planning that addresses all aspects of our clients’ financial well-being, including financial education, portfolio management, retirement planning, education funding, estate and tax strategies, wealth transfer, qualified retirement plan advisory, cash management, and lending. As a client of The Minnesota Group, you benefit from a standard of care traditionally associated with a family office, coupled with the strength and resources of an industry leader. You can expect personalized service and ongoing evaluation of your financial and family situations in order that we may deliver solutions tailored to achieve both your short- and long-term goals. Our team has experience advising through multiple market cycles, and has built an extensive professional network. We collaborate with your CPA, attorney, and other professional advisors to make life easier for you.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

The Minnesota Group at Morgan Stanley Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

The Minnesota Group at Morgan Stanley Wealth Management has never raised funding before.

Frequently asked questions

The Minnesota Group at Morgan Stanley Wealth Management is located in Minneapolis, Minnesota, US.

You can reach The Minnesota Group at Morgan Stanley Wealth Management at +16123406722.

The Minnesota Group at Morgan Stanley Wealth Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

The Minnesota Group at Morgan Stanley Wealth Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Minnesota Group at Morgan Stanley Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Minnesota Group at Morgan Stanley Wealth Management

Rita Miller

Managing Director Finance

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