Join or Login for Access

SL advisors Listing
Financial Advisor   

$22MM AUM | $280,000 GDC in Cupertino, CA

Member Level
Premier
Last Activity
this week

Business Mix:

30% Comm
70% Fee

General

Location
Cupertino, CA, US
12 Month Gross Revenue
$280,000
Number of Accounts
30
Avg Client Age
58

Overview

Independent advisor growing rapidly looking to buy book of business or merge/partner. Clients are mainly affluent and HNWI in the Peninsula and South Bay.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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