Overview

Our business is an independent RIA with Schwab Institutional as our custodian. We have approximately 200MM in assets, and three employees. On the site, I wish to accomplish 3 objectives: first, I want a true valuation of our practice. Second, I would like to look at all options very realistically for buying or selling. Third, I would like to talk about SL's staffing or matching acumen with desired employees.

Market
Advisor/RIA
Last Activity
today

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