Join or Login for Access

SL advisors Listing
Financial Advisor   

$130MM AUM | $1.1MM GDC in Wahington Dc, DC

Member Level
Basic
Last Activity
today

Business Mix:

20% Comm
80% Fee

General

Location
Wahington Dc, DC, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
100
Avg Client Age
48

Overview

Hello- I run a PM fee based biz with 60 clients and appx 130M under mgmgt. Would like to buy a practise from someone interested in retiring. I work at Royal Bank of Canada

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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