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SL advisors Listing
Financial Advisor   

$175MM AUM | $1.2MM GDC in Burlingame, CA

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Burlingame, CA, US
12 Month Gross Revenue
$1,200,000
Number of Accounts
500
Avg Client Age
50

Overview

We are looking to provide a viable Succession Plan alternative to those interested in an RIA business structure, which affords the opportunity for a future earn-out.

 
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