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Silverman Legate Advisory Group, LLC

Portfolio Management · Frisco, TX

Silverman Legate Advisory Group, LLC is a business in Frisco, Texas, listed under portfolio management, with 1 to 4 staff, as recorded in 2020 to 2021. From 2023 to 2026, similar businesses sold for about $410K to $1.3M.

Public record

Industry
Portfolio Management (NAICS 523920, as reported by the business)
Location
Frisco, Texas
Staff
1 to 4 people (as reported in 2020 to 2021)
Local rank
#1 of 5 businesses in Frisco listed under portfolio management, by staff size (2020 to 2021)
As of
2020 to 2021. Details may have changed since then.

What businesses like this sell for

Businesses in Other Financial Investment Activities with 1 to 4 staff, bought 2023 to 2026. Based on 50 purchases.

Loans used to buy them

$350K to $1.1M

Middle loan about $620K

Estimated purchase prices

$410K to $1.3M

Middle price about $740K

How we estimate the price: the records show the loan behind each purchase, not the price. Buyers usually borrow about 85% of the price, so we divide the loan by 0.85. The ranges show the middle half of purchases. This is not a valuation of Silverman Legate Advisory Group, LLC.

Financials of businesses like this

Average revenue

$689K

a year

Average payroll

$188K

27% of revenue

Average staff

1.7

people

US averages for portfolio management with fewer than 5 staff, 2022 (16,874 businesses). These are not Silverman Legate Advisory Group, LLC's own figures; its own revenue and profit are what a valuation needs.

Value Silverman Legate Advisory Group, LLC on Value Alpha

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Other Financial Investment Activities in Frisco: the sale report

Sale ranges by staff size, local counts and how to value one, by email.

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Questions

How much is a business listed under other financial investment activities worth in Texas?
From 2023 to 2026, businesses listed under other financial investment activities with 1 to 4 staff sold for about $410K to $1.3M, with a middle price of about $740K, based on 50 purchases. A business's own value depends on its revenue, profit and owner pay.
How current is the information about Silverman Legate Advisory Group, LLC?
The industry and staff numbers were reported by the business in 2020 to 2021 and may have changed since then.
How can the owner of Silverman Legate Advisory Group, LLC get a valuation?
Claim the business, upload one document that shows its name, and add revenue, profit and owner pay. The valuation can start while the document is reviewed.

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