Join or Login for Access

SL advisors Listing
Financial Advisor

$6.5MM AUM | GDC in Berwyn, PA

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Berwyn, PA, US
Number of Accounts
7
Avg Client Age
55

Overview

I work for a non-regulated investment news/advisory business, while managing (fee-free) about $6 million in friends/family accounts for about 7 years. I am considering leaving my current position and ramping up my portfolio management time, registering/starting an RIA fulltime or buying/joining an existing practice focused on long-only active management (or desiring a partner playing that role).

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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