Join or Login for Access

SL advisors Listing
Financial Advisor

$20MM AUM | $160,000 GDC in Pittsburgh, PA

Member Level
Lite
Last Activity
this week

Business Mix:

50% Comm
50% Fee

General

Location
Pittsburgh, PA, US
12 Month Gross Revenue
$160,000
Number of Accounts
500
Avg Client Age
45

Overview

After building a $300+ million SEC 3rd party money manager business, I am looking to go into private practice and be a successor to an established practice. Additionally, I have built and operated my own independent planning practice with AUM of $20 million.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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