Lee Investment Management LLC

Lee Investment Management LLC (CRD# 120535) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $34,134,233 in 205 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    205
    ACCOUNTS
  • Average Account Value
    $166,508
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
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.

NY

Financial Advisors at Lee Investment Management LLC
No Advisor Found.
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