Join or Login for Access

SL advisors Listing
Financial Advisor   

$25MM AUM | $360,675 GDC in New York, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$360,675
Number of Accounts
57
Avg Client Age
55

Overview

I am an individual owner / operator that is of course always looking to continue growing my business, but looking for support in administrative and operations that a larger firm may be able to provide, while maintaining a large degree of independence.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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