Join or Login for Access

SL advisors Listing
Financial Advisor

$200MM AUM | $1MM GDC in Los Angeles, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Los Angeles, CA, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
75
Avg Client Age
47

Overview

We are an SEC-Registered Investment Advisory firm in Los Angeles that oversees over $200MM priamrily for tech and business entrpreneurs. We use a well-defined consultative process with a focus on advanced planning and wealth preservation. Founder is a former Big 4 accountant.

We are actively pursing an acquisition or to be part of a succession plan for an RIA located in Los Angeles, Bay Area, or New York. Ideally that RIA would share a similar philosophy that we have with working with clients.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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