Unclaimed Profile

David Aaron Lee

MACH-1 FINANCIAL GROUP, LLC·ROGERS, Arkansas

Clean recordMACH-1 FINANCIAL GROUP, LLC

1001 S. 52ND STREET, ROGERS, AR 72758CRD# 5375384Firm CRD# 298195

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Aaron Lee · ROGERS, AR

Registration

CRD #5375384 · MACH-1 FINANCIAL GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Aaron Lee is a registered financial advisor based in ROGERS, Arkansas, affiliated with MACH-1 FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

MACH-1 FINANCIAL GROUP, LLC

AUM

$354M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MACH-1 FINANCIAL GROUP, LLC →

Services

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5375384

Firm CRD# 298195

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Aaron Lee offer?

David Aaron Lee specializes in Investment Management, Fee-Only Advisory. Contact their office in ROGERS, Arkansas for a consultation.

What are David Aaron Lee's credentials?

David Aaron Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Aaron Lee located?

David Aaron Lee is based in ROGERS, Arkansas, working with MACH-1 FINANCIAL GROUP, LLC. Their office serves clients in the ROGERS metropolitan area and surrounding communities.

How does David Aaron Lee charge for services?

David Aaron Lee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MACH-1 FINANCIAL GROUP, LLC?

MACH-1 FINANCIAL GROUP, LLC has approximately 19 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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