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SL advisors Listing
Financial Advisor   

$30MM AUM | $250,000 GDC in Dallas, TX

Member Level
Premier
Last Activity
this month

Business Mix:

50% Comm
50% Fee

General

Location
Dallas, TX, US
12 Month Gross Revenue
$250,000
Number of Accounts
350
Avg Client Age
55

Overview

Looking for acquisition opportunities up to $100M AUM with the right business mix.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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