Join or Login for Access

SL advisors Listing
Financial Advisor   

$530MM AUM | $4MM GDC in San Jose, CA

Member Level
Last Activity
this week

Business Mix:

1% Comm
99% Fee


San Jose, CA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are an independent wealth management firm. Our focus is on giving a high level of service and providing the full suite of financial planning services to our clients. Our investment methodology relies on rigorous academic research which supports a strategic asset allocation model. All our business is through Loring Ward.

We are interested in continuing our growth through strategic mergers and by offering a succession plan to other advisors.


Has Office Space to Share in San Jose, CA

Class A space in a high rise building in downtown San Jose

Contact to discuss details
Extended Profile Information

Peer to Peer

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