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SL advisors Listing
Financial Advisor   

$105MM AUM | $582,000 GDC in Needham, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Needham, MA, US
12 Month Gross Revenue
$582,000
Number of Accounts
200
Avg Client Age
60

Overview

Small RIA interested in purchasing or merging in similar or smaller practices.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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