Join or Login for Access

SL advisors Listing
Financial Advisor   

$60MM AUM | $650,000 GDC in Phoenix, AZ

Member Level
Basic
Last Activity
today

Business Mix:

20% Comm
80% Fee

General

Location
Phoenix, AZ, US
12 Month Gross Revenue
$650,000
Number of Accounts
450
Avg Client Age
55

Overview

Full service financial planning and wealth management firm, with strategic partnership with a multifamily office.

Looking at multiple ways to increase book size, and client reach.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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