Financial Services Greenwich, CT 3 employees
Growing Independent Fiduciary Advisory Practice
Independent fiduciary advisory managing $85M AUM in Greenwich
About This Business
Independent financial advisory practice managing $85,000,000 AUM. Fiduciary model with flat-fee and AUM-based structures. Strong organic growth at 14.0% annually. SEC/CRD registered with clean compliance record.
Key Highlights
3 employees
$680,000 revenue
asking $2,774,400
Financial Services
Financial Overview
Reason for Selling
Principal seeking liquidity event
Documents Available in Data Room
Financial Statements
Tax Returns
Operational Documents
Marketing Materials
Other Documents
Asking Price
$2.8M
Company name and seller contact revealed after purchase. One-time fee.