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SL advisors Listing
Financial Advisor   

$220MM AUM | $1.2MM GDC in Redding, CA

Member Level
Basic
Last Activity
this week

Business Mix:

35% Comm
65% Fee

General

Location
Redding , CA, US
12 Month Gross Revenue
$1,250,000
Number of Accounts
750
Avg Client Age
60

Overview

We are an up and coming RIA with two book transitions in the last two years. We have four locations on the west coast, with seven advisors and five staff members. We are looking to merge RIA's, and grow our presence. The sliding scale on this website did not work, so those ratios are inaccurate.

 
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