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SL advisors Listing
Financial Advisor   

$100MM AUM | $900,000 GDC in Fort Myers, FL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

14% Comm
86% Fee

General

Location
Fort Myers, FL, US
12 Month Gross Revenue
$900,000
Number of Accounts
225
Avg Client Age
75

Overview

Financial Planning firm -- looking to acquire smaller businesses from someone looking to exit the industry and purchase a large stable fee based business from someone looking to retire

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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