Join or Login for Access

SL advisors Listing
Financial Advisor

$14MM AUM | $125,000 GDC in Deerfield, IL

Member Level
Lite
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Deerfield, IL, US
12 Month Gross Revenue
$125,000
Number of Accounts
78
Avg Client Age
52

Overview

I own a Fee-Only holistic wealth management firm. I provide financial planning, investment management, and relationship management to a growing client base. I am looking to acquire another small to mid-sized firm in order to utilize my strong operational skills to continue growing while providing outstanding service to the client base of the adviser I acquire.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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