The sale of 100% of the share package of a duly licensed and regulated securities intermediation firm in South America is being offered. The firm operates under the supervision of the Central Bank of XXXXXXX and/or as a member of the XXXXXXX Stock Exchange.

This is a unique opportunity for a financial group, Family Office, or strategic investor seeking immediate entry into the South American capital market and wealth management sector, or for the consolidation of existing operations.

Regulated Entity: Holds current licenses as a Stock Brokerage Firm (Corredor de Bolsa) and/or Securities Agent (Agente de Valores), allowing for intermediation and advisory services in the local and international market.

Operational Platform: Established infrastructure and systems, ready for rapid transfer and optimization.

Client Base: Active client portfolio (details available under NDA), focused on High Net Worth Individuals (HNWIs) and/or institutional clients.

Qualified Personnel: Experienced management team and operators with deep knowledge of the financial market.

Total Assets Under Management (AUM)

Valued Portfolio in USD                    41,828,372.60
Portfolio Valued in USD (CP)           41,828,372.42
Commissions Generated USD (CP) 354,771.75
Annualized ROA                                   1,00%

The portfolio’s 412 clients are concentrated in the middle-to-lower ranges, with the largest portion of AUM coming from clients holding between $250M and $1MM