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Joon Ku Lee

MAKAIRA PARTNERS, LLC·LA JOLLA, California
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7817 IVANHOE AVENUE, LA JOLLA, CA 92037CRD# 4445852Firm CRD# 153729
01

About

Joon Ku Lee is a registered financial advisor based in LA JOLLA, California, affiliated with MAKAIRA PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MAKAIRA PARTNERS, LLC
MAKAIRA PARTNERS, LLC
AUM
$860M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at MAKAIRA PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4445852
Firm CRD# 153729
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joon Ku Lee offer?
Joon Ku Lee specializes in Retirement Planning. Contact their office in LA JOLLA, California for a consultation.
What are Joon Ku Lee's credentials?
Joon Ku Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joon Ku Lee located?
Joon Ku Lee is based in LA JOLLA, California, working with MAKAIRA PARTNERS, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.
How does Joon Ku Lee charge for services?
Joon Ku Lee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAKAIRA PARTNERS, LLC?
MAKAIRA PARTNERS, LLC has approximately 6 employees and manages $860M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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