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SL advisors Listing
Financial Advisor

$35MM AUM | GDC in Lexington, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Lexington, MA, US
Number of Accounts
150
Avg Client Age
50

Overview

We are looking to acquire practices. RIAs or BD books that can easily be converted to the RIA format.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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