Join or Login for Access

SL advisors Listing
Financial Advisor   

$50MM AUM | $300,000 GDC in San Diego, CA

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
San Diego, CA, US
12 Month Gross Revenue
$300,000
Number of Accounts
40
Avg Client Age
45

Overview

We sub-advise a mutual fund. We also have a number of SMA strategies we manage. Looking for a business that will plug in well to our offering.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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