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SL advisors Listing
Financial Advisor

$10MM AUM | $100,000 GDC in Los Angeles, CA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

90% Comm
10% Fee

General

Location
Los Angeles, CA, US
12 Month Gross Revenue
$100,000
Number of Accounts
20
Avg Client Age
55

Overview

looking for to purchase a firm that has:
1) AUM $25-50mil
2) Financial Planning offering
3) Client base - business owners, high networth individuals
4) Has some insurance sales

 
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