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Ginny Tom Lee

GUIDELINE, INC.·BURLINGAME, California
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1412 CHAPIN AVENUE, BURLINGAME, CA 94010CRD# 1871960Firm CRD# 281515
01

About

Ginny Tom Lee is a registered financial advisor based in BURLINGAME, California, affiliated with GUIDELINE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GUIDELINE, INC.
AUM
$11.7B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at GUIDELINE, INC. →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1871960
Firm CRD# 281515
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ginny Tom Lee offer?
Ginny Tom Lee specializes in Investment Management, Fee-Only Advisory. Contact their office in BURLINGAME, California for a consultation.
What are Ginny Tom Lee's credentials?
Ginny Tom Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ginny Tom Lee located?
Ginny Tom Lee is based in BURLINGAME, California, working with GUIDELINE, INC.. Their office serves clients in the BURLINGAME metropolitan area and surrounding communities.
How does Ginny Tom Lee charge for services?
Ginny Tom 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 GUIDELINE, INC.?
GUIDELINE, INC. has approximately 7 employees and manages $11.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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