Join or Login for Access

SL advisors Listing
Financial Advisor

$500MM AUM | $4.2MM GDC in Seattle, WA

Member Level
Premier
Last Activity
this week

Business Mix:

5% Comm
95% Fee

General

Location
Seattle, WA, US
12 Month Gross Revenue
$4,200,000
Number of Accounts
1,000
Avg Client Age
61

Overview

Our goal is to help simplify the complexities of our clients lives through our various service offerings. We are at our core financial planners. We have a separate dedicated tax and accounting team which I believe adds tremendous value in the comprehensive wealth management space. I am always interested in meeting great people no matter what the eventual outcome. I am interested in succession plans, mergers, acquisitions, and other creative deals. Feel free to contact me about anything of interest. We have offices in Everett, Seattle, and Bellevue.

 

Has Office Space to Share in Seattle, WA

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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