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SL advisors Listing
Financial Advisor

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

Member Level
Premier
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.

 

Has Office Space to Share in Charlotte, NC

We have 2 offices available. They have a full window wall. They are approximately 12x15 ft.

You must sign up or to discuss details.

 
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