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SL advisors Listing
Financial Advisor

$900MM AUM | $5.3MM GDC in Washington, DC

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Washington, DC, US
12 Month Gross Revenue
$5,350,000
Number of Accounts
600
Avg Client Age
62

Overview

we are a team with about $900 AUM, looking to continue to grow and acquire assets. we are 90% fee based, and improving.

 
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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