Professional Fiduciary with Rare and Unique Clients

Business
  • 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

Lender Prequalified: No

Similar Listing :

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