the online community for dealmakers
Today's Stats
- 17,784 active sellers - 421 new this week
- 18,235 active buyers - 638 new this week
Wednesday, June 19, 2013
Business For Sale Listing 126293
Investment Advisory Firm
Status: Off The Market
Business Summary
Investment Advisory Firm. This growing firm has over 470 fee based clients and $40,000,000 under management. Offers stocks, mutual funds, variable annuities and life insurance. Licenses required: Series 7, Series 6, Series 63, Series 65, Series 66, and Series 24.
Categories
Industry
| Sector: | Finance & Insurance |
|---|---|
| Industry: | Investment Managers |
Location
| Classification: | United States // Southeast States // South Carolina // Other South Carolina |
|---|---|
| Location: | Upstate South Carolina |
Financials
| Sales: | Between $500 Thousand And $1 Million (635,000) |
|---|---|
| Profits: | $100K - $500K (430,000) |
| Profit Type: | Cash Flow |
| Fiscal Year: | 2006 |
| Asking Price: | $1MM - $2.5MM (1,350,000) |