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SL advisors Listing
Financial Advisor   

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

Member Level
Basic
Last Activity
this week

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

Contact to discuss details
 
Extended Profile Information

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