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Registered Investment Advisor
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Registered Investment Advisor (RIA) with a vision of investment management for business owners, family estates, individual investors, etc. The Firm is registered as an investment adviser and is SEC/IAPD and FINRA listed.
The Firm has three advisors and $300 Million under management. Revenues are $2 MIllion and adjusted EBITDA of $1.3 Million
The Firm has three advisors and $300 Million under management. Revenues are $2 MIllion and adjusted EBITDA of $1.3 Million
Detailed Information
- Years in Operation
- 28
- Facilities & Assets
- Registered Investment Advisor (RIA) for business owners, family estates, individual investors, etc. The Firm hs $300 million under mangement is registered as an investment adviser and is SEC/IAPD and FINRA listed
About the Sale
- Seller Motivation
- owner retirement
Listing Info
- ID
- 2502115
- Listing Views
- 130
Listing ID: 2502115 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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