Join or Login for Access

SL advisors Listing
Financial Advisor   

$12MM AUM | $90,000 GDC in Erie, CO

Member Level
Basic
Last Activity
this week
Listing Age
 NEW! 12 days old

Business Mix:

0% Comm
100% Fee

General

Location
Erie, CO, US
12 Month Gross Revenue
$90,000
Number of Accounts
85
Avg Client Age
42

Overview

We are a startup independent RIA founded by former Air Force pilots interested in acquisition opportunities. We are seeking a practice that matches our financial planning, investment, client service, and risk management philosophies. We would like to acquire book with AUM between 10 and 25mm.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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