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SL advisors Listing
Financial Advisor   

$48MM AUM | $337,000 GDC in Toledo, OH

Member Level
Premier
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Toledo, OH, US
12 Month Gross Revenue
$337,000
Number of Accounts
210
Avg Client Age
62

Overview

Primary focus on advisory. DFA authorized advisor, Would like to explore acquisition opportunities

 
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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