Join or Login for Access

SL advisors Listing
Financial Advisor   

$55MM AUM | $485,000 GDC in Prescott, AZ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

2% Comm
98% Fee

General

Location
Prescott, AZ, US
12 Month Gross Revenue
$485,000
Number of Accounts
140
Avg Client Age
66

Overview

98 Fee based asset manager. Directly manage assets.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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