The Lees Company, LLC

The Lees Company, LLC (CRD# 132431) is a financial advisory firm headquartered in Denver, CO. They manage $13,373,585 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $581,460
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

CO, NM

Financial Advisors at The Lees Company, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Robert Lees
CRD#: 2212361
Denver, CO
93
Wealthminder
score

Robert Lees (CRD# 2212361) is an Investment Advisor Representative working at The Lees Company, LLC in Denver, CO and has over 24 years of experience in the finance industry.

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