Financial Services Firm for Sale


  • Asking Price: $2,450,000
  • Gross Income: $868,056
  • Cash Flow: $554,491
  • Real Estate: Not Disclosed
  • Inventory: Not Disclosed
  • FF&E: Not Disclosed
  • Listing ID: #203547
  • Established: Not Disclosed
  • Employees:

Business Description

17 Year old Financial Services Group that specializes in financial planning, investment advice and portfolio management, money management, as well as insurance and annuities. $90M in AUM and $5M in fixed annuities. This is the perfect acquisition for a bank or financial institution looking to bring these services to their clientele and expand their offerings in the wealth management arena, especially for the under-served middle class. Also perfect as an add-on to a current company that needs additional contracts, services or improved fee structure. Business model is highly scalable and advisors can be recruited from anywhere in the United States. Current owner wishes to stay with the business and is open to arrangements that include minority partnership and/or employment.
Serious buyers only call Julie at 636-208-0753.

Business Details

Primary Business Category: Finance - Securities, Commodities
Location: Missouri

Company Information

Home Based: No
Franchise: No
Relocatable: No
Number of Employees:

Financial Information

Asking Price: $2,450,000
Gross Revenue: $868,056
Cash Flow: $554,491
Seller Financing Available: No

Contact Business Seller

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Business Listed By:

Broker Julie Pumfrey

LINK St. Louis