Link Business

Financial Services Firm for Sale

$2,450,000Greater St. Louis AreaListing: #SL00023


Greater St. Louis Area businesses for sale 


$2,450,000

$554,491

$868,056
Finance and Insurance
Securities, Commodity Contracts, and Other Financial Investments and Related Activities businesses for sale, Greater St. Louis Area


About this business for sale

Financial Services Firm for Sale

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.

St Louis
julie.pumfrey@Linkbusiness.com
(314) 487-0005
(636) 208-0753

Julie Pumfrey