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SL advisors Listing
Financial Advisor

$175MM AUM | $1.6MM GDC in Phoenix, AZ

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Phoenix, AZ, US
12 Month Gross Revenue
$1,600,000
Number of Accounts
1,200
Avg Client Age
54

Overview

I'm interested in learning more about this practice listed by SL: Practice for Sale in Arizona - Continuity Plan/Future Sale
AUM for Sale: $41,000,000
12 Month Trailing GDC: $300,000
Number of Accounts: 210

 
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