Lee Capital Management

Lee Capital Management (CRD# 129938) is a financial advisory firm headquartered in , . They manage $12,500,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lee Capital Management
Showing 1 - 1 of 1 top financial advisors.
Ronald J. Lee
CRD#: 814314
Palos Verdes Estates, CA

Ronald Lee (CRD# 814314) is an Investment Advisor Representative working at Lee Capital Management in Palos Verdes Estates, CA and has over 23 years of experience in the finance industry.

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