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SL advisors Listing
Financial Advisor   

$250MM AUM | $1.3MM GDC in Commack, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Commack, NY, US
12 Month Gross Revenue
$1,300,000
Number of Accounts
600
Avg Client Age
60

Overview

We are a fee based financial planning firm looking to acquire a small to mid-sized firm.

 
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Zero Transaction Fees
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