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SL advisors Listing
Financial Advisor   

$30MM AUM | $275,000 GDC in Bradenton, FL

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Bradenton, FL, US
12 Month Gross Revenue
$275,000
Number of Accounts
67
Avg Client Age
55

Overview

Looking to buy or arrange succession for a business. Willing to pay a premium for the right fit.

As specialized money managers, we are an independent investment adviser offering proprietary investment management services. SEC Registered. We come from a mutual experience of Team First, Accountability to Teammates, Disciplined Execution of a Plan, and a Collective Commitment to the Work that must be done to create the opportunity for success.

 
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