Join or Login for Access

SL advisors Listing
Financial Advisor   

$40MM AUM | $1MM GDC in Troy, MI

Member Level
Basic
Last Activity
this month

Business Mix:

20% Comm
80% Fee

General

Location
Troy, MI, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
5,000
Avg Client Age
52

Overview

We are interested in acquiring, or partnering with other successful practices and people. We operate like a family office for retail clients.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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