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SL advisors Listing
Financial Advisor   

$3,500MM AUM | $15MM GDC in Omaha, NE

Member Level
Basic
Last Activity
6 months or more

Business Mix:

1% Comm
99% Fee

General

Location
Omaha, NE, US
12 Month Gross Revenue
$15,000,000

Overview

Member of TDAI RIAConnect who informed us they have made this available at no cost.

Spoke with Phil yesterday.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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