Church Organizers Foundation

Church Organizers Foundation (CRD# 284458) is a financial advisory firm headquartered in , . They manage $10,100,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $252,500
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MI

Financial Advisors at Church Organizers Foundation
Showing 1 - 3 of 3 top financial advisors.
1
Martin E. Lee
CRD#: 4024387
Mason, MI

Martin Lee (CRD# 4024387) is an Investment Advisor Representative working at Church Organizers Foundation in Mason, MI and has over 24 years of experience in the finance industry.

2
Anne R. Lee
CRD#: 4831478
Mason, MI

Anne Lee (CRD# 4831478) is an Investment Advisor Representative working at Church Organizers Foundation in Mason, MI and has over 3 years of experience in the finance industry.

3
Justin N. Lee
CRD#: 7558930
Mason, MI

Justin Lee (CRD# 7558930) is an Investment Advisor Representative working at Church Organizers Foundation in Mason, MI and has 1 year of experience in the finance industry.

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