Financial Services Chicago, IL 3 employees

Independent Fiduciary Financial Advisory Practice

Independent fiduciary advisory managing $38M AUM in Chicago

About This Business

Independent financial advisory practice managing $38,000,000 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

3 employees

$304,000 revenue

asking $1,824,000

Financial Services

Financial Overview

Annual Revenue	$304k
EBITDA	$146k
Revenue Growth (YoY)	9.0%
Year Founded	2009
Employees	3

Reason for Selling

Principal seeking liquidity event

Documents Available in Data Room

Financial Statements

Tax Returns

Operational Documents

Marketing Materials