Join or Login for Access

SL advisors Listing
Financial Advisor

$105MM AUM | $800,000 GDC in Houston, TX

Member Level
Premier
Last Activity
today

Business Mix:

20% Comm
80% Fee

General

Location
Houston, TX, US
12 Month Gross Revenue
$800,000
Number of Accounts
275
Avg Client Age
55

Overview

We are growing at a very good pace and would like to purchase some other firms that we believe bring value to their clients. We use Redtail as our CRM and eMoney planning software with all our clients.

 

Looking for Office Space in Houston, TX

At least 1500 square feet in Northwest Houston/Cypress or possibly second location in The Woodlands area .

You must sign up or to discuss details.

 

Has Office Space to Share in Houston, TX

Our total space is about 2,500-3,000 sq. ft. About 500 is available to be rented with access to conference room based on availability of the other tenants.

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging