A dormant boutique investment advisory firm founded in 2007. Its (core)principal business is to provide fee-based investment advisory services. The Company is a Florida Registered Adviser with a long-time relationship agreement with a top Broker Dealer and with one of the largest electronic trading platforms in the U.S. The Company's structure could benefit International Buyers, including offshore banks, family offices, brokers dealers and/or families interested to have a US registered company because of the long established relationship with banking institutions, enabling the new owner to grow the business over the world. The company initiated a Hedge Fund (currently closed), but Buyer will have the capability to use all the legal documentation already in place if willing to launch a new version. The Company will have no clients as transitioning to the new international owner. The Manager will assist in a smooth transition and is open to support the Buyer until Buyer obtains the license for up to 6 months. May Qualify for Visa.
- Asking Price:
- $195,000
- Sales Revenue:
- Not applicable
- Cash Flow:
- Not applicable
Property Information
- Location:
-
Home-based
Business Operation
- Reasons for selling:
-
Retirement
- Trading hours:
-
M-F 9:00AM - 4:00PM
- Employees:
- 2
- Years established:
- 14
Other Information
- Support & training:
-
2 weeks - no cost
- Owner financing:
- Owner financing is available. Please contact the seller for more information.
- Financing available:
-
$25,000 12 months 7%
- Business closed / Asset sale:
- Yes
- Home based:
- This business can be run from home.
- Relocatable:
- This business can be relocated.
