Financial Services Charlotte, NC 4 employees

Independent Fiduciary Advisory Practice with Strong Growth

Independent fiduciary advisory managing $42M AUM in Charlotte

About This Business

Independent financial advisory practice managing $42,000,000 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

4 employees

$336,000 revenue

asking $1,499,904

Financial Services

Financial Overview

Annual Revenue	$336k
EBITDA	$161k
Revenue Growth (YoY)	12.0%
Year Founded	2005
Employees	4

Reason for Selling

Principal seeking liquidity event

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents

Marketing Materials