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SL advisors Listing
Financial Advisor   

$250MM AUM | $2.5MM GDC in Provo, UT

Member Level
Basic
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Provo, UT, US
12 Month Gross Revenue
$2,500,000
Number of Accounts
1,000
Avg Client Age
50

Overview

We've acquired 3 firms and interested in acquiring more.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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