My Dad (Gregory Riggs) and I run an Independent Financial Advisory Firm in the Bothell and Snohomish area in Washington. Our primary focus is Discretionary Advisory and ERISA Business. We manage about 45 different Retirement Plans from Pooled Accounts, Cross Tested Profit Sharing, and Cash Balance Plans. We have about $160M in AUM currently between all sources.
My Dad has been doing this since the early 1980s, and I joined him in 2018. The plan is to continue to manage and Grow the Practice together over the next 10 years, and then my Dad will slowly retire over time, and I will take over 100%.