Financial Services Denver, CO 5 employees

Independent RIA with $33M AUM

Independent fiduciary advisory managing $33M AUM in Denver

About This Business

Independent financial advisory practice managing $33,000,000 AUM. Fiduciary model with flat-fee and AUM-based structures. Strong organic growth at 11.0% annually. SEC/CRD registered with clean compliance record.

Key Highlights

5 employees

$264,000 revenue

asking $1,178,496

Financial Services

Financial Overview

Annual Revenue	$264k
EBITDA	$127k
Revenue Growth (YoY)	11.0%
Year Founded	2011
Employees	5

Reason for Selling

Principal seeking liquidity event

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents

Marketing Materials