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SL advisors Listing
Financial Advisor   

$7MM AUM | $70,000 GDC in Annapolis, MD

Member Level
Premier
Last Activity
today
Listing Age
76 days old

Business Mix:

15% Comm
85% Fee

General

Location
Annapolis, MD, US
12 Month Gross Revenue
$70,000
Number of Accounts
37
Avg Client Age
55

Overview

We are a very young firm looking to expand. We provide excellent service and advice to our existing clients. We are seeking an opportunity to add more quality business to our existing client base.

Seeking: 5 to 7 million in assets owned by wonderful people.

 
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