Join or Login for Access

SL advisors Listing
Financial Advisor   

$20MM AUM | $150,000 GDC in Holmdel, NJ

Member Level
Basic
Last Activity
within 2 months

Business Mix:

5% Comm
95% Fee

General

Location
Holmdel, NJ, US
12 Month Gross Revenue
$150,000
Number of Accounts
256
Avg Client Age
55

Overview

We are a 4 person Team 3 CFP professional and one CFA. One of our members also is a CPA with Master's in Taxation. Combined we have more than 25 years of experience.
Our practice is a holistic approach and highly client centric. We are looking to acquire advisors practices whose values align with ours. We are growing, and would like to grow as a team. Jointly, the team has approximately 100 million AUM.

 

Has Office Space to Share in Holmdel, NJ

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