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SL advisors Listing
Financial Advisor   

$75MM AUM | $700,000 GDC in Indianapolis, IN

Member Level
Basic
Last Activity
2 weeks

Business Mix:

5% Comm
95% Fee

General

Location
Indianapolis, IN, US
12 Month Gross Revenue
$700,000
Number of Accounts
900
Avg Client Age
52

Overview

Looking to make acquisitions of suitable practices with similar clients, service model, etc. Interested in practices consisting of small business owners and utilizing an advisory-fee based approach to investment management.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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