Join or Login for Access

SL advisors Listing
Financial Advisor   

$102MM AUM | $750,000 GDC in Grand Rapids,, MI

Member Level
Premier
Last Activity
this week

Business Mix:

5% Comm
95% Fee

General

Location
Grand Rapids,, MI, US
12 Month Gross Revenue
$750,000
Number of Accounts
360
Avg Client Age
58

Overview

RIA, state of Michigan, CLU< ChFC and MSFS American College. Business niche transitions for small closely held business and retirement plans services.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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