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SL advisors Listing
Financial Advisor   

$120MM AUM | $1.2MM GDC in , NH

Member Level
Basic
Last Activity
6 months or more

Business Mix:

2% Comm
98% Fee

General

Location
NH
12 Month Gross Revenue
$1,250,000
Number of Accounts
200
Avg Client Age
52
Trailing Net Profit 12 Month $300,000
Time Frame to Sell 3 year

Overview

An RIA with their own investment management style and portfolio. Very small amount (2%) of insurance business. There are 3 active partners in the business. Entertaining successors and/or potential buyers.

 
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