Overview
Assets Under Management: $405 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 21
Average Client Assets: $16.9 million
Frequently Asked Questions
DAVID M. LEE, P.C. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114475), DAVID M. LEE, P.C. is subject to fiduciary duty under federal law.
DAVID M. LEE, P.C. is headquartered in HOUSTON, TX.
DAVID M. LEE, P.C. serves 21 high-net-worth clients according to their SEC filing dated March 26, 2018. View client details ↓
According to their SEC Form ADV, DAVID M. LEE, P.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
DAVID M. LEE, P.C. manages $405 million in client assets according to their SEC filing dated March 26, 2018.
According to their SEC Form ADV, DAVID M. LEE, P.C. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.50%
Average Client Assets: $16.9 million
Total Client Accounts: 239
Non-Discretionary Accounts: 239
Regulatory Filings
CRD Number: 114475
Filing ID: 1173183
Last Filing Date: 2018-03-26 16:43:00