Sold
£550,000
Discretionary Investment Manager managing £45m of clients funds with recurring income of £500,000
Ref: 30629
Current Turnover
£550,000
Offers Over
£1,750,000
Established
10 to 15 years
Gross Recurring Revenue
0.5-1m
Number of Staff
3 to 5
Location
West Midlands
Current turn over circa: £550,000
Offers over: £1,750,000
Established: 10 to 15 years
Gross Recurring Revenue: 0.5-1m
Number of staff: 3 to 5
Additional Notes: Discretionary Investment Manager managing £45m of clients funds with recurring income of £500,000
The £45m of FUM is comprised of over 65 clients resulting in an average client portfolio size of over £700,000. Thus, resulting in an easy integration with very profitable clients.
For more information please call 01765 698 699 and quote the reference number 30629 ask for Toby Holbrey
