Join or Login for Access

SL advisors Listing
Financial Advisor   

$400MM AUM | $3.9MM GDC in San Mateo, CA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

40% Comm
60% Fee

General

Location
San Mateo, CA, US
12 Month Gross Revenue
$3,900,000
Number of Accounts
2,500
Avg Client Age
55

Overview

I am a leader in my firm. I have purchased practices in the past for my advisors and myself. I am interested in both at this point. The practice numbers above represent my office numbers that I run.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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