Join or Login for Access

SL advisors Listing
Financial Advisor   

$75MM AUM | $650,000 GDC in Rochester, NY

Member Level
Premier
Last Activity
2 weeks

Business Mix:

2% Comm
98% Fee

General

Location
Rochester, NY, US
12 Month Gross Revenue
$650,000
Number of Accounts
300
Avg Client Age
50

Overview

My partner and I are looking to purchase an advisor's practice who is transitioning out of the business. We have successfully completed two over the past 5 years.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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