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SL advisors Listing
Financial Advisor   

$56MM AUM | $718,000 GDC in Denver, CO

Member Level
Basic
Last Activity
this month

Business Mix:

20% Comm
80% Fee

General

Location
Denver, CO, US
12 Month Gross Revenue
$718,000
Number of Accounts
167
Avg Client Age
60

Overview

Relatively young advisory team (all members in their 40s) with 10+ years of experience. Looking at practice and/or account acquisitions in an effort to build a first-class practice.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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