Marsha Lee & Company,inc.

Marsha Lee & Company,inc. (CRD# 134286) is a financial advisory firm headquartered in Palm Desert, CA. They manage $29,237,622 in 37 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
44651 Village Court, Suite 136, Palm Desert, CA 92260
By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    37
    ACCOUNTS
  • Average Account Value
    $790,206
Compensation Options
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

Financial Advisors at Marsha Lee & Company,inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marsha Lee, financial advisor Palm Desert CA
Marsha Lee
CRD#: 1028237
73241 Highway 111, Suite 3a, Palm Desert, CA 92260

Marsha Lee (CRD# 1028237) is an Investment Advisor Representative working at Marsha Lee & Company,inc. in Palm Desert, CA and has over 41 years of experience in the finance industry.

2
Brian Heublein, financial advisor Palm Desert CA
Brian W. Heublein
CRD#: 714280
44651 Village Court, Suite 136, Palm Desert, CA 92260

Brian Heublein (CRD# 714280) is an Investment Advisor Representative working at Marsha Lee & Company,inc. in Palm Desert, CA and has over 29 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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