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Investment Portfolio Mgmt Services for Sale in San Francisco Bay Area
| Reference #: |
41141010
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| Location: |
San Francisco Bay Area
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| Price: |
$400,000 |
| Amount Down: |
$400,000 |
| Revenues: |
$234,000 |
| Discretionary Earnings: |
$188,000 |
| Total Assets: |
$0 |
| Business Description: |
This is a well established niche provider of financial reporting and reconciliation services to registered investment advisors. This business offers tremendous growth potential while being completely portable. All you need is an internet connection. Current owner spends 20 to 25 hours per week on the business. Qualified buyers must have an understanding of financial advisory and services. |
Contact Us About This Business For Sale
The information above has been provided by the seller and/or the seller's financial advisors and has not been verified by this independently owned office, its representative, or VR. This independently owned office, its representative, and VR make no warranty regarding the accuracy of this information and advises prospective buyers to conduct their own due diligence prior to purchasing any business. |
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