Join or Login for Access

SL advisors Listing
Financial Advisor

$40MM AUM | $550,000 GDC in Fresno, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

95% Comm
5% Fee

General

Location
Fresno, CA, US
12 Month Gross Revenue
$550,000
Number of Accounts
350
Avg Client Age
50

Overview

We are an independent financial advisory firm that primarily operates on the brokerage side of things. We are rapidly growing our practice because we do not employ account minimums, and we are staff heavy to handle the increased workload of a growing office. We are looking to acquire other businesses that are brokerage based and in need of a succession plan.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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