Financial Services Dallas, TX 4 employees

Independent Fiduciary Advisory with Strong Growth

Independent fiduciary advisory managing $46M AUM in Dallas

About This Business

Independent financial advisory practice managing $46,000,000 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

4 employees

$368,000 revenue

asking $1,501,440

Financial Services

Financial Overview

Annual Revenue	$368k
EBITDA	$177k
Revenue Growth (YoY)	10.0%
Year Founded	2010
Employees	4

Reason for Selling

Principal seeking liquidity event

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents

Marketing Materials