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SL advisors Listing
Financial Advisor   

$383MM AUM | $2.5MM GDC in Temecula, CA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

12% Comm
88% Fee

General

Location
Temecula, CA, US
12 Month Gross Revenue
$2,478,000
Number of Accounts
1,305
Avg Client Age
57

Overview

We are primarily an advisory office, mostly asset based fees only 11% commission. We work as a team and we have an office that is very service oriented. We are continuing to grow and are willing to acquire practices if they are the right fit.

 
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