Join or Login for Access

SL advisors Listing
Financial Advisor   

$115MM AUM | $1MM GDC in Alpharetta, GA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Alpharetta, GA, US
12 Month Gross Revenue
$1,000,000
Number of Accounts
450
Avg Client Age
50

Overview

We are SEC registered RIA-only. We are looking to acquire practices, specifically for those looking for a smooth process in joining a firm to transition clients and phase out of the business.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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