Join or Login for Access

SL advisors Listing
Financial Advisor   

$330MM AUM | $2.8MM GDC in Short Hills, NJ

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Short Hills, NJ, US
12 Month Gross Revenue
$2,800,000
Number of Accounts
870
Avg Client Age
64

Overview

We are a fee only money management firm with an income focus utilizing individual dividend paying stocks (both U.S. and international ADR) and bonds (primarily high yield with an unconstrained approach) with GIPS compliant strategies. We are looking to purchase like minded firms in the tri-state area. We currently have three offices in New Bern, NC, Raleigh, NC and New Jersey and I reside in New Jersey outside New York City.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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