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SL advisors Listing
Financial Advisor   

$40MM AUM | $450,000 GDC in Newtown Square, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Newtown Square, PA, US
12 Month Gross Revenue
$450,000
Number of Accounts
299
Avg Client Age
60

Overview

We are an active asset allocator. We rely on our portfolio management strategies to capture gains during market rallies and minimize risk during market declines. We are looking to find and build relationships with like-minded firms in order to grow our business and buy or merge with a growth-oriented firm.

 
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