LEE INVESTMENT MANAGEMENT LLC - Financial Advisor in New York, Saratoga Springs

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Hourly charges

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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Not Disclosed

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