Join or Login for Access

SL advisors Listing
Financial Advisor   

$55MM AUM | $400,000 GDC in Livonia, MI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

71% Comm
29% Fee

General

Location
Livonia, MI, US
12 Month Gross Revenue
$400,000
Number of Accounts
650
Avg Client Age
67

Overview

55% (9 million) is managed money
45% annuities (VA's) and the rest is managed money and mutual funds.
Willing to stay in for 1 year during transition.
Asking price is $1 million, but the terms are negotiable.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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