Richard Lees Capital Management

Richard Lees Capital Management (CRD# 111785) is a financial advisory firm headquartered in , . They manage $7,729,309 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $322,055
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA

Financial Advisors at Richard Lees Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Richard Lees
CRD#: 2713733
Sherman Oaks, CA
100
Wealthminder
score

Richard Lees (CRD# 2713733) is an Investment Advisor Representative working at Richard Lees Capital Management in Sherman Oaks, CA and has 20 years of experience in the finance industry. 

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