Independent financial investment advisory firm

Investment service for sale

Asking price

$426,000

Revenue

$222,816

Cash flow

$202,772

About this business

This established investment services firm works with both individuals and institutions to develop and implement personalized financial strategies. The practice manages client portfolios through tailored asset allocation, ongoing monitoring, and disciplined rebalancing guided by a defined set of principles and practices. The business operates with a clear, repeatable service model and an existing client base, making it an attractive opportunity for a financial professional or advisory firm looking to acquire a book of business with established client relationships.