Lenape Investments, LLC

Lenape Investments, LLC (CRD# 281804) is a financial advisory firm headquartered in , . They manage $25,863,317 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.lenapeinvestments.com/
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $1,124,492
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, PA

Financial Advisors at Lenape Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Carter Lee, financial advisor West Chester PA
Carter H. Lee
CRD#: 2857634
West Chester, PA

Carter Lee (CRD# 2857634) is an Investment Advisor Representative working at Lenape Investments, LLC in West Chester, PA 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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