National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > texas > dallas

LEE FINANCIAL COMPANY, LLC

Tel: 972-960-1001
8350 N. Central Expressway
Suite 1800
Dallas, Texas  75206

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

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

More Financial Advisory Firms in Dallas, Texas

Financial Advisory FirmFirm CRD#No. of Advisors
DIMENSIONAL FUND ADVISORS LP 1064821166
VICTORY CAPITAL MANAGEMENT INC. 106189481
TPG GLOBAL ADVISORS, LLC 1597321036
NB ALTERNATIVES ADVISERS LLC 149822319
TPG CAPITAL ADVISORS, LLC 159738361
SIXTH STREET ADVISERS, LLC 159014633

More Firms in Dallas, Texas >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2026 FinancialAdvisor.net. All Rights Reserved.