Join or Login for Access

SL advisors Listing
Financial Advisor   

$75MM AUM | $300,000 GDC in Alamo, CA

Member Level
Basic
Last Activity
this month

Business Mix:

5% Comm
95% Fee

General

Location
Alamo, CA, US
12 Month Gross Revenue
$300,000
Number of Accounts
250
Avg Client Age
40

Overview

Target Market: Small Business Owners, Executives, Women in Transition, Small Business Retirement Plans and Family Wealth Advisory.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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