Lee Investment Management LLC
Lee Investment Management LLC (CRD# 120535) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $75,345,543 in 287 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Lee Investment Management LLC
By the Numbers
-
Total Assets Under Management75MILLION
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Total Number of Accounts287ACCOUNTS
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Average Account Value$262,528
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Lee Investment Management LLC
1
James Lee (CRD# 1856731) is an Investment Advisor Representative working at Lee Investment Management LLC in Saratoga Springs, NY and has over 27 years of experience in the finance industry.
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