Overview
Assets Under Management: $91 million
Headquarters: SARATOGA SPRINGS, NY
High-Net-Worth Clients: 45
Average Client Assets: $1.7 million
Frequently Asked Questions
LEE INVESTMENT MANAGEMENT LLC 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 #120535), LEE INVESTMENT MANAGEMENT LLC is subject to fiduciary duty under federal law.
LEE INVESTMENT MANAGEMENT LLC is headquartered in SARATOGA SPRINGS, NY.
LEE INVESTMENT MANAGEMENT LLC serves 45 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, LEE INVESTMENT MANAGEMENT LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
LEE INVESTMENT MANAGEMENT LLC manages $91 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, LEE INVESTMENT MANAGEMENT LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.38%
Average Client Assets: $1.7 million
Total Client Accounts: 301
Discretionary Accounts: 301
Regulatory Filings
CRD Number: 120535
Filing ID: 1939608
Last Filing Date: 2025-02-21 12:28:00