Lee Financial Company Review


Trust Score 97%
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Last updated: July 21st, 2019. Data source: SEC filings.

Lee Financial Company, federally registered in 1975, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 24 advisors. Lee Financial Company manages $1.0 billion and provides investment advisory services for 527 clients (1:22 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $0
Average Client Balance $1,928,116
Hybrid Advisor No
Disciplinary History No
Total AUM $1.0 billion
Advisor / Client Ratio 1:22
Headquarters Dallas, TX
SEC Filings Forms and Brochures    (CRD # 105910)
State(s) Registered CA, CO, LA, NE, NY, TX


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