Join or Login for Access

SL advisors Listing
Financial Advisor

$86MM AUM | $700,000 GDC in Overland Park, KS

Member Level
Lite
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Overland Park, KS, US
12 Month Gross Revenue
$700,000
Number of Accounts
300
Avg Client Age
55

Overview

Comprehensive Wealth Management firm with concentrated client base focusing on physicians, business owners and teachers who have accumulated significant resources and need experienced guidance that focuses on their entire financial lives. We rely on and understand the importance of risk management and focus on clients tolerance and ability to handle volatility. The end result is an informed client receiving a dedicated experience.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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