Join or Login for Access

SL advisors Listing
Financial Advisor   

$190MM AUM | $1.9MM GDC in Charlotte, NC

Member Level
Basic
Last Activity
this week

Business Mix:

10% Comm
90% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$1,900,000
Number of Accounts
780
Avg Client Age
62

Overview

We are a Registered Investment Advisor firm looking to merge or acquire with other similar firms.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

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