Financial Services Minneapolis, MN 6 employees

Growing Independent RIA - $29M AUM

Independent fiduciary advisory managing $29M AUM in Minneapolis

About This Business

Independent financial advisory practice managing $29,000,000 AUM. Fiduciary model with flat-fee and AUM-based structures. Strong organic growth at 9.0% annually. SEC/CRD registered with clean compliance record.

Key Highlights

6 employees

$232,000 revenue

asking $1,124,736

Financial Services

Financial Overview

Annual Revenue	$232k
EBITDA	$111k
Revenue Growth (YoY)	9.0%
Year Founded	2012
Employees	6

Reason for Selling

Principal seeking liquidity event

Documents Available in Data Room

Marketing Materials

Financial Statements

Tax Returns

Operational Documents