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LEE FINANCIAL COMPANY, LLC
Tel: 972-960-1001
8350 N. Central Expressway Suite 1800
Dallas, Texas 75206
LEE FINANCIAL COMPANY, LLC
LEE FINANCIAL COMPANY, LLC is a Dallas, Texas based financial advisory firm with nearly $1,337,614,017 in assets under management and provides investment advisory services for 1643 clients. There are currently 36 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (INVESTMENT ADVICE TO INDIVIDUALS, PENSIONS, PROFIT SHARING PLANS, TRUSTS, ESTATES, CHARITIES, CORPORATIONS, BUSINESSES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
105910
SEC#:
801-10722
No. of Clients:
1643
Assets under Management
$1,337,614,017
No. of Advisors:
36
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