Financial Services Boston, MA 6 employees

Fiduciary Financial Advisory, $55M AUM

Independent fiduciary advisory managing $55M AUM in Boston

About This Business

Independent financial advisory practice managing $55,000,000 AUM. Fiduciary model with flat-fee and AUM-based structures. Strong organic growth at 10.0% annually. SEC/CRD registered with clean compliance record.

Key Highlights

6 employees

$440,000 revenue

asking $2,302,080

Financial Services

Financial Overview

Annual Revenue	$440k
EBITDA	$211k
Revenue Growth (YoY)	10.0%
Year Founded	2007
Employees	6

Reason for Selling

Principal seeking liquidity event

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents

Marketing Materials