Overview

Looking for a few things.. mostly to work with quality people with similar goals so we can pull in the same direction.

I am a 37 year old female who has $60mm AUM. My prior business partner is a retiring CFA and will exit within the next 12-24 month. I have already purchased his portion of the business
My goal is to identify and partner with a likeminded individual(s) to grow our businesses. Ultimately, I prefer to work with others and strongly prefer to work with someone in the Pacific Northwest.
Currently, we invest domestically in individual stocks. We have primarily high net-worth clients with an average account size of $700-800k.

I would be open to being part of an established team and becoming part of their succession planning.

Open to having conversations. Thank you

Market
RIA
Member Level
Basic
Last Activity
this week
Listing Age
161 days old

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