Join or Login for Access

SL advisors Listing
Financial Advisor   

$570MM AUM | $4.1MM GDC in Greensboro, NC

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Greensboro, NC, US
12 Month Gross Revenue
$4,100,000
Number of Accounts
1,800
Avg Client Age
61

Overview

Fee-only firm with a strong emphasis on life planning and disciplined investing. Capacity and financing to acquire and/or merge. Looking for like-minded individuals and firms who put their clients interest first.

 

Has Office Space to Share in Greensboro, NC

We own our building and have additional square footage available

You must sign up or to discuss details.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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