Join or Login for Access

SL advisors Listing
Financial Advisor

$6MM AUM | $70,000 GDC in Katy, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Katy, TX, US
12 Month Gross Revenue
$70,000
Number of Accounts
40
Avg Client Age
50

Overview

Small Texas-based investment advisor. Hope to either gain more organic growth of AUM with new clients, or merge with another existing Texas investment advisor.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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