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SL advisors Listing
Financial Advisor

$168MM AUM | $1.2MM GDC in Greenville, SC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

89% Comm
11% Fee

General

Location
Greenville, SC, US
12 Month Gross Revenue
$1,225,000
Number of Accounts
2,028
Avg Client Age
60

Overview

We are a family owned practice that seeks to treat our clients like family. We are seeking to make a larger upstate SC presence. Also, we would like to expand our fee-based presence.

 
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