Renowned Wealth Advisory Boutique Offering Personalized Strategies - Business for Sale
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Wealth Advisory Firm in Annapolis, MD
Annapolis, MD, US
Added 7 months ago
Financial Advisory and Wealth Management
Financial advisory firm in Annapolis, MD providing investment, retirement, tax, and wealth management services to affluent clients.
Key Information
Asking
$7.3M
Revenue
$2.2M
Earnings
$1.8M
Multiple
4.0x
Key Highlights
- Industry: Financial Services (Wealth Advisory, Investment Banking & Advisory)
- Location: Annapolis, MD, US
- Business serves affluent clientele with services including investment strategies, retirement planning, tax management, and multi-generational wealth preservation
Contact Info
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