California Investment Advisory Firm for Sale
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Financial Details
- Location:
- CA, US
- Source:
- Date:
- May 10, 2025
Key Highlights
- Registered California investment advisory firm since 2019 with established banking relationships.
- No assets, liabilities, clients, or complaints.
- Ownership transfer possible within 24 hours in the U.S. and UK.
Description
This listing is for a California-registered investment advisory firm. Registered since 2019, the firm has no assets, liabilities, clients, or complaints. It has established banking relationships with U.S. Bank, JP Morgan Chase, Morgan Stanley, and Citibank, and a London-based subsidiary with an account at Barclays Bank. Ownership transfer is possible within 24 hours in both the U.S. and the UK.
Industry Information
- Industry Description:
- Financial Assets
- Classification:
- Financial Services
Listing Details
- Listing ID:
- 055ccc5a-9141-4f2c-9b9d-30219d34decc
- Deal Status:
- For Sale
- Date Posted:
- May 09, 2025
- Last Updated:
- May 26, 2025
- Currency:
- USD
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