Lee Financial Company Review


Trust Score 97%
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Lee Financial Company, federally registered in 1975, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 28 advisors. Lee Financial Company manages $1.1 billion and provides investment advisory services for 526 clients (1:19 advisor/client ratio).

Lee Financial Company requires a $0 minimum investment.

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Managed Investing


Feature Value
Minimum Investment $0
Average Account AUM $2,078,237
Hybrid Advisor No
Disciplinary History No
Total AUM $1.1 billion
Advisor / Client Ratio 1:19
Headquarters Dallas, TX
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