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SL advisors Listing
Financial Advisor   

$200MM AUM | $1.3MM GDC in San Ramon, CA

Member Level
Basic
Last Activity
within 3 months

Business Mix:

45% Comm
55% Fee

General

Location
San Ramon, CA, US
12 Month Gross Revenue
$1,300,000
Number of Accounts
400
Avg Client Age
59

Overview

We are looking to acquire a practice to expand our presence in the East Bay. We primarily work with affluent families and individuals throughout the North and East Bay Area.

 
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