Overview

I run a small, one-person fee-only RIA in Seattle and am looking to expand my business. I feel my goals would be a good fit for smaller RIAs who are thinking about exiting the business or looking for succession/continuity planning, as well as firms that would be interested in divesting a portion of their existing client base for strategic purposes. In terms of size, my sweet spot for individual transactions would AUM of up to $10 million. My firm is already registered in WA, MD, MO, and TX so clients residing in those states would be most appealing.

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within 6 months

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