LEE FINANCIAL COMPANY, LLC

Tel: 972-960-1001 8350 N. Central Expressway Suite 1800 Dallas, Texas 75206

About LEE FINANCIAL COMPANY, LLC

LEE FINANCIAL COMPANY, LLC is a Dallas, Texas based financial advisory firm with nearly $1,337,614,017 in assets under management and provides investment advisory services for 1643 clients. There are currently 36 financial advisors at the firm.

General Information

Firm CRD#:

105910

Firm SEC#:

801-10722

Assets Under Management:

$1,337,614,017

No. of Clients:

1643

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors, Other (INVESTMENT ADVICE TO INDIVIDUALS, PENSIONS, PROFIT SHARING PLANS, TRUSTS, ESTATES, CHARITIES, CORPORATIONS, BUSINESSES)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Texas?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Texas, Dallas