$60MM AUM | $450,000 Rev in
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