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SL advisors Listing
Financial Advisor

$119MM AUM | $900,000 GDC in Palm Harbor, FL

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Palm Harbor, FL, US
12 Month Gross Revenue
$900,000
Number of Accounts
333
Avg Client Age
65

Overview

23 year-old Fee-Only practice and NAPFA Member Firm with offices in Palm Harbor, FL and Coronado, CA. SEC Registered. Looking to buy smaller fee-only practice who want their clients cared for and provide the owner with liquidity.

 
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