Lee Miles LLC

Lee Miles LLC (CRD# 170776) is a financial advisory firm headquartered in Ogden, UT. They manage $17,042,939 in 150 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3084 S 1900 W, Suite A2, Ogden, UT 84401
http://www.leemiles.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $113,620
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Lee Miles LLC
Showing 1 - 2 of 2 top financial advisors.
1
Lee Miles, financial advisor Ogden UT
Lee L. Miles
CRD#: 2027335
3084 S 1900 W, Suite A2, Ogden, UT 84401

Lee Miles (CRD# 2027335) is an Investment Advisor Representative working at Lee Miles LLC in Ogden, UT and has over 34 years of experience in the finance industry.

2
Mason Miles, financial advisor Ogden UT
Mason B. Miles
CRD#: 6627009
3084 S 1900 W, Suite A2, Ogden, UT 84401

Mason Miles (CRD# 6627009) is an Investment Advisor Representative working at Lee Miles LLC in Ogden, UT and has 1 year 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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