Financial Services San Francisco, CA 7 employees

Independent Fiduciary RIA with $78M AUM

Independent fiduciary advisory managing $78M AUM in San Francisco

About This Business

Independent financial advisory practice managing $78,000,000 AUM. Fiduciary model with flat-fee and AUM-based structures. Strong organic growth at 13.0% annually. SEC/CRD registered with clean compliance record.

Key Highlights

7 employees

$624,000 revenue

asking $3,504,384

Financial Services

Financial Overview

Annual Revenue	$624k
EBITDA	$300k
Revenue Growth (YoY)	13.0%
Year Founded	2008
Employees	7

Reason for Selling

Principal seeking liquidity event

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents

Marketing Materials