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SL advisors Listing
Financial Advisor   

$100MM AUM | $950,000 GDC in Roseville, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

15% Comm
85% Fee

General

Location
Roseville, CA, US
12 Month Gross Revenue
$950,000
Number of Accounts
130
Avg Client Age
60

Overview

We are an RIA and are looking at other RIAs in the area who might be looking to sell or retire.

 
Extended Profile Information

Peer to Peer
Finance
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New Opportunities Daily
Zero Transaction Fees
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