Financial Services Seattle, WA 5 employees

$61M AUM Fiduciary Advisory Practice

Independent fiduciary advisory managing $61M AUM in Seattle

About This Business

Independent financial advisory practice managing $61,000,000 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

$488,000 revenue

asking $2,365,824

Financial Services

Financial Overview

Annual Revenue	$488k
EBITDA	$234k
Revenue Growth (YoY)	11.0%
Year Founded	2006
Employees	5

Reason for Selling

Principal seeking liquidity event

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents

Marketing Materials