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(916) 905-4997

Professional Fiduciary with Rare and Unique Clients

Professional Fiduciary with Rare and Unique Clients

Business Type: Professional Practices


    • Listing# : 18487
    • Listed Price : $435,000
    • Total Sales : $375,062
    • SIC : 6091
    • Down Payment : $435,000
    • Status : Active
    • Discretionary Earnings : $93,990

Business Type

Professional Practices

Business Description

This professional fiduciary business, established in 2017, boasts a robust client base across California. Specializing in managing the financial affairs of individuals, this business has developed a reputation for reliability and exceptional service. The business operates with a dedicated team and a strong presence in the professional fiduciary industry.


Assets / Liabilities

    • Accounts Receivable: $0
    • Incl:
    • Real Estate: $0
    • Incl:
    • Inventory: $0
    • Incl:
    • Liabilities: $0
    • Incl:
    • FF&E: $0
    • Incl:
    • Other: $0
    • Incl:
    • Leasehold: $0
    • Incl:
    • Total Assets: $0
    • Incl: No

Get More Information

For inquiries or to get in touch with us directly, please feel free to reach out via the provided phone number or complete the form below. We’re here to assist you in any way we can, making your business exploration as seamless as possible.

Learn More

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Assets / Liabilities

    • Accounts Receivable: $0
    • Incl:
    • Real Estate: $0
    • Incl:
    • Inventory: $0
    • Incl:
    • Liabilities: $0
    • Incl:
    • FF&E: $0
    • Incl:
    • Other: $0
    • Incl:
    • Leasehold: $0
    • Incl:
    • Total Assets: $0
    • Incl: No