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SL advisors Listing
Financial Advisor   

$350MM AUM | $3MM GDC in Seal Beach, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Seal Beach, CA, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
1,200
Avg Client Age
60

Overview

We are a fee based Wealth Management practice using comprehensive financial planning to help clients better understand their goals and their investment criteria. We are looking to acquire another practice with a similar business mix and possibly someone looking to exit the business.

 

Has Office Space to Share in Seal Beach, CA

Can build to provide necessary space to the right acquiring practice.

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Extended Profile Information

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