Lee Investment Management LLC

Lee Investment Management LLC (CRD# 120535) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $75,345,543 in 287 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
63 Putnam St, Suite 202, Saratoga Springs, NY 12866
http://www.leemgt.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $262,528
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Lee Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Lee, financial advisor Saratoga Springs NY
James W. Lee
CRD#: 1856731
63 Putnam St, Suite 202, Saratoga Springs, NY 12866

James Lee (CRD# 1856731) is an Investment Advisor Representative working at Lee Investment Management LLC in Saratoga Springs, NY and has over 26 years of experience in the finance industry.

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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