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SL advisors Listing
Financial Advisor

$25MM AUM | $300,000 GDC in Berkley, MI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

35% Comm
65% Fee

General

Location
Berkley, MI, US
12 Month Gross Revenue
$300,000
Number of Accounts
350
Avg Client Age
48

Overview

We are an established, but still growing Financial advisory and insurance firm. We are looking to either purchase a book of business and/or merge with another partner. We are looking for partners that are currently in the independent B/D space of someone looking to divest themselves from the insurance based B/D. We have existing target markets that we may plug partners into as well.

 
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