LEE INVESTMENT MANAGEMENT LLC
Tel: 518-580-0088 63 Putnam St Suite 202 Saratoga Springs, New York 12866
About LEE INVESTMENT MANAGEMENT LLC
LEE INVESTMENT MANAGEMENT LLC is a Saratoga Springs, New York based financial advisory firm with nearly $90,508,190 in assets under management and provides investment advisory services for 301 clients. There are currently 1 financial advisors at the firm.
General Information
Firm CRD#:
120535
Firm SEC#:
801-107644
Assets Under Management:
$90,508,190
No. of Clients:
301
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters
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