Join or Login for Access

SL advisors Listing
Financial Advisor

$38MM AUM | $530,000 GDC in Los Gatos, CA

Member Level
Basic
Last Activity
this week

Business Mix:

2% Comm
98% Fee

General

Location
Los Gatos, CA, US
12 Month Gross Revenue
$530,000
Number of Accounts
350
Avg Client Age
58

Overview

In business for 28 years both in the financial services and tax preparation business. We are looking to grow our business through acquisitions and internal growth.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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