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SL advisors Listing
Financial Advisor   

$20MM AUM | $250,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
this month

Business Mix:

90% Comm
10% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$250,000
Number of Accounts
600
Avg Client Age
62

Overview

Merge and acquire practices to grow business.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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