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SL advisors Listing
Financial Advisor

$65MM AUM | $515,000 GDC in Clinton, NJ

Member Level
Lite
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Clinton, NJ, US
12 Month Gross Revenue
$515,000
Number of Accounts
250
Avg Client Age
55

Overview

We are interested in acquiring practices with similar characteristics as us. State registered RIA 100% fee based. Financial planning and discretionary asset management are the principal focuses of the business. We use Pershing as our custodian, Junxure for CRM, Emoney and ExecPlan for financial planning, Orion for portfolio accounting, Advisor Workstation for research. Emphasis on mutual funds (open end and ETF) for portfolio management.

 
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