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Richmond Wealth Management Practice
SOLD
Listing #: CAN1663B
Location: California
Type:
Annual Revenue: $191,800
Asking Price: $340,000
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| The A Team |
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Description:
• The owner is an EA • This practice was established in 2003 • Software in use includes Drake, MS Office • Approximately 16 fee-based wealth management clients generating $191,800 in revenue • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $134,319 • Lease expires in N/A, Month-to-month.
• The owner is an EA • This practice was established in 2003 • Software in use includes Drake, MS Office • Approximately 16 fee-based wealth management clients generating $191,800 in revenue • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $134,319 • Lease expires in N/A, Month-to-month.
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