Join or Login for Access

SL advisors Listing
Financial Advisor   

$85MM AUM | $800,000 GDC in Essex, CT

Member Level
Basic
Last Activity
6 months or more

Business Mix:

55% Comm
45% Fee

General

Location
Essex, CT, US
12 Month Gross Revenue
$800,000
Number of Accounts
235
Avg Client Age
71

Overview

Advisory Practice
Purchase local AUM

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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