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SL advisors Listing
Financial Advisor   

$75MM AUM | $300,000 GDC in Scottsdale, AZ

Member Level
Premier
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$300,000
Number of Accounts
300
Avg Client Age
66

Overview

We are a three person practice with over 70 years of experience combined. We are seeking to buy a local Scottsdale book of business. We are mainly fee based, with family and small business clients.

 
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