Join or Login for Access

SL advisors Listing
Financial Advisor   

$70MM AUM | $875,000 GDC in Woodland Hills, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Woodland Hills, CA, US
12 Month Gross Revenue
$875,000
Number of Accounts
120
Avg Client Age
55

Overview

We are a fee based RIA. We manage the majority of the assets in house using a value contrarian model. Our main office is in Woodland Hills, CA, we also have a satellite office in Ft. Lauderdale, FL. We have an in house, attorney, CPA, real estate agent, insurance professional, and sports agent. We are a full service financial planning and boutique investment advisory firm. We hope to partner with other professionals and leverage our capabilities in order to better serve clients needs.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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