Join or Login for Access

SL advisors Listing
Financial Advisor   

$268MM AUM | $2.2MM GDC in Scottsdale, AZ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Scottsdale, AZ, US
12 Month Gross Revenue
$2,250,000
Number of Accounts
1,200
Avg Client Age
60

Overview

Looking for merger or acquisition opportunities as a way to grow and scale business.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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