Be advised. This firm is no longer registered.

The Lees Company, LLC

The Lees Company, LLC (CRD# 132431) is a financial advisory firm headquartered in , . They manage $18,668,781 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $491,284
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
The map below shows states where this firm has explicit registration only.

CO, NM

Financial Advisors at The Lees Company, LLC
No Advisor Found.
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