Join or Login for Access

SL advisors Listing
Financial Advisor

$25MM AUM | $145,000 GDC in De Pere, WI

Member Level
Basic
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
De Pere, WI, US
12 Month Gross Revenue
$145,000
Number of Accounts
70
Avg Client Age
50

Overview

Independent, state-registered RIA with $25 million under management. Young owner with a long future in the business looking to acquire a firm or merge.

Systems I currently use: MoneyGuidePro, Tamarac AdvisorView (portfolio accounting and reporting), Microsoft Suite, YCharts.

10 years experience working with high net worth and ultra-high net worth families via RIA firms.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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