Financial Services Phoenix, AZ 7 employees

Independent Fiduciary RIA $25M AUM

Independent fiduciary advisory managing $25M AUM in Phoenix

About This Business

Independent financial advisory practice managing $25,000,000 AUM. Fiduciary model with flat-fee and AUM-based structures. Strong organic growth at 12.0% annually. SEC/CRD registered with clean compliance record.

Key Highlights

7 employees

$200,000 revenue

asking $1,046,400

Financial Services

Financial Overview

Annual Revenue	$200k
EBITDA	$96k
Revenue Growth (YoY)	12.0%
Year Founded	2013
Employees	7

Reason for Selling

Principal seeking liquidity event

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents

Marketing Materials