Lee Financial Company, LLC
Lee Financial Company, LLC (CRD# 105910) is a financial advisory firm headquartered in Dallas, TX. They manage $1,337,614,017 in 1,643 accounts and serve the financial needs of clients across 10 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management1,338MILLION
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Total Number of Accounts1,643ACCOUNTS
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Average Account Value$814,129
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, ID, LA, NE, NY, OK, OR, TX, WA
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