Join or Login for Access

SL advisors Listing
Financial Advisor   

$15MM AUM | $200,000 GDC in San Mateo, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
San Mateo, CA, US
12 Month Gross Revenue
$200,000
Number of Accounts
200
Avg Client Age
35

Overview

Not clear at this point. I manage a financial planning practice for younger professionals with high earning potential. Looking for synergistic opportunities.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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