Registered Investment Advisory Firm with Multi-Disciplinary Approach - Business for Sale
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Investment Advisory Firm in Carlsbad, CA
Carlsbad, CA, US
Added today
Financial Services, Business and Professional Services
This California-registered investment advisory firm in Carlsbad provides financial planning, tax strategy, estate coordination, and investment management services through a multi-disciplinary team.
Key Information
Asking
$1.7M
Revenue
$1.2M
Earnings
$523K
Multiple
3.3x
Key Highlights
- Located in Carlsbad, San Diego, CA
- Multi-disciplinary team includes CFPs, CEPAs, attorneys, CPAs, insurance professionals, and private fiduciaries
- SBA loan eligible
Contact Info
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