Eternity Law International Premier California-Based Investment Advisory Firm for Sale

Premier California-Based Investment Advisory Firm for Sale

Published:
June 13, 2024

A premier investment advisory firm based in California is now available for acquisition. This firm is equipped with a seasoned management team, advanced technological infrastructure, and a robust financial position, making it an attractive investment opportunity.

Key Features of this Premier Investment Advisory Firm For Sale

Management Team

Experienced Leadership: The Ready Made Premier California-Based Investment Advisory Firm has an experienced management team in place, including a seasoned manager, a chief compliance officer, and an investment advisor representative.

Technological Infrastructure

  • Advanced Systems: Equipped with a state-of-the-art CRM and compliance software to streamline operations and ensure regulatory adherence.

Financial Health

  • Liquidity: Approximately $1 million available in bank accounts, providing a strong liquidity position.
  • Debt-Free: The For Sale Premier Investment Advisory Firm is debt-free and in good standing, ensuring financial stability and reduced risk for new ownership.

Banking and Financial Relationships

  • Established Accounts: The firm has established accounts with major financial institutions, enhancing its operational capabilities and market reach:
    • Morgan Stanley: With access to DTC/Euroclear for delivery securities.
    • US Bank
    • Citi Bank
    • JP Morgan

Email: a.shevchuk@eternitylaw.com / Telegram: @anastasiiaeternitylaw

Stay updated on new offers and businesses for sale by joining our Telegram channel. We regularly present turnkey solutions for various jurisdictions worldwide. Contact us for additional information on available companies for sale.

You could be interested

Swiss Asset Management/crypto Company for sale

Location: Zurich, Switzerland We are searching for new proprietor for LLC (Swiss Asset Management/crypto Company) situated in Zurich, one of the biggest budgetary focuses in Switzerland. The association was made to do a wide scope of services identified with the financial sphere. The organization’s services are very differing: leading money related examination, providing asset management...

Bank in Ukraine for sale

We offer you to consider an excellent offer for the purchase – a bank in Ukraine for sale. Details of the bank in Ukraine for sale Year of registration of the bank for sale: 2019; Share capital in excess of $11 Million; Correspondent relations with local banks; No loan portfolio. Extra opportunities are available: direct...

Antigua Company with MT5 Main Label for Sale

An exceptional opportunity to acquire an Antigua-based company with a fully licensed MT5 main label. This company, positioned for immediate operation, is perfect for investors looking to enter the Forex and CFD trading industry. Key Features of Company with MT5 Main Label in Antigua 1. MT5 Main Label Capacity: 25,000 accounts, providing a substantial foundation...

MSP with Data Recovery & IT for Sale

MSP with Data Recovery & IT for sale with 28% Profit Margin This company has more than 120 regular customers monthly. An IT company has been providing a comprehensive range of services for over 30 years. The team, which consists of highly qualified and first-class employees, offers many different computer products and services to its...

Ready-made crypto exchange with license in Poland for sale

A ready-made crypto exchange with license in Poland for sale is a new company with a clean history that has not operated before. Buy a ready-made crypto exchange with license in Poland A crypto exchange with license for sale in Poland can offer exchange between cryptocurrencies, exchange of fiat currencies for crypto and vice versa,...

Pressure Service Steamer, Hot Oiler Company for sale

This offer contains Pressure Service Steamer, Hot Oiler Company for sale. This company operates in the oil and gas industry and has assets worth more than $ 2.5 million. The main specialization of the company is overhaul services and industrial cleaning services (specialized cleaning services for areas in industrial facilities, such as factories and manufacturing...
Fill the blank:

Zurich

Dreikonigstrasse, 31A, Stockerhof

Kyiv

Baseina street, 7

London

Grosvenor Gardens, 52

Washington

1629 K St. Suite 300 N.W.

Vilnius

Gediminas Avenue, 44A

Tallinn

Kesklinna linnaosa, Tuukri 19

Edinburgh

Lochrin Square, 1

Nicosia

Jacovides Tower, 5 floor

Riga

Esplanade, 7 floor

Hong Kong

18 Harbour Road, 35/F, Central Plaza, Wanchai

Singapore

Level 42, Suntec Tower Three, 8 Temasek Boulevard

Sydney

20 Martin Place

Porto

2609 Avenida da Boavista
Calls are made only from Portugal

Tbilisi

Revaz Tabukashvili Str., N 45, area N 7