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SL advisors Listing
Financial Advisor   

$1.8MM AUM | $1.4MM GDC in Warwick, RI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Warwick, RI, US
12 Month Gross Revenue
$1,400,000
Number of Accounts
200
Avg Client Age
60

Overview

Independent RIA looking to acquire practices.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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