Join or Login for Access

SL advisors Listing
Financial Advisor   

$126MM AUM | $1.2MM GDC in Newport Beach, CA

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Newport Beach, CA, US
12 Month Gross Revenue
$1,200,000
Number of Accounts
70
Avg Client Age
60

Overview

We are interested in identifying an individual with financial planning experience and ideally a CFP credential who could assist us in growing our firm and adding additional capabilities.

Also, we are interested in meeting firms at or below our AUM level that would consider merging or being acquired. We manage individual equity and balanced accounts with a value philosophy.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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