Join or Login for Access

SL advisors Listing
Financial Advisor   

$52MM AUM | $520,000 GDC in Midland, TX

Member Level
Basic
Last Activity
6 months or more

Business Mix:

90% Comm
10% Fee

General

Location
Midland, TX, US
12 Month Gross Revenue
$520,000
Number of Accounts
230
Avg Client Age
55

Overview

Two advisors who are both CPAs. Looking to acquire local firm who focuses on managed-money business.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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