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$75MM AUM | $650,000 GDC in Los Angeles, CA

buyer | merge | join a practice

$650,000.00 Rev/Year
95% Fee
5% Commission
I have over 20+ yrs. in financial services, 11+ yrs as an independent firm. We provide family office style services to our clients inclusive of standard financial, estate, insurance, and business planning. Our practice is 95% discretionary fee based. We are an independent firm and are looking for growth opportunities (purchase, succession, merge). Please contact jin.lee@mainstreamcapital.com for inquiries.

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