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
8350 N. Central Expressway, Suite 1800, Dallas, TX 75206
https://www.linkedin.com/company/lee-financial-corporation/
By the Numbers
  • Total Assets Under Management
    1,338
    MILLION
  • Total Number of Accounts
    1,643
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, FL, ID, LA, NE, NY, OK, OR, TX, WA

Financial Advisors at Lee Financial Company, LLC
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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