$200MM AUM | $450,000 GDC in Baltimore, MD

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Baltimore, MD, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
85
Avg Client Age
54
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.

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