Join or Login for Access

SL advisors Listing
Financial Advisor   

$43MM AUM | $220,000 GDC in Mt Pleasant, WI

Member Level
Basic
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
Mt Pleasant, WI, US
12 Month Gross Revenue
$220,000
Number of Accounts
700
Avg Client Age
60

Overview

open to acquisition or merger opportunities

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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