Equity Options Investment Advisory Firm for Acquisition
Investment management for sale
- Asking price
- $300,168
- Revenue
- $131,782
- Cash flow
- $117,860
About this business
An SEC-registered advisory firm built around equity option overlay strategies designed to sit alongside a client's existing holdings rather than replace them, so account size understates the relationships behind it. Standalone revenue is modest; the asset is the capability, backed by the founder's two decades of options experience at a global investment bank. Best suited to a larger RIA establishing or expanding an options practice. The founder plans to stay and build it long term.