Unclaimed Profile

Rita Lee

BROUWER & JANACHOWSKI, LLC·MILL VALLEY, California

Clean record5 years registeredBROUWER & JANACHOWSKI, LLC

100 SHORELINE HIGHWAY, MILL VALLEY, CA 94941CRD# 5317352Firm CRD# 146178

Profile Verification

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

Identity

Rita Lee · MILL VALLEY, CA

Registration

CRD #5317352 · BROUWER & JANACHOWSKI, LLC · 5 years registered

Brand Profile

Not yet started

Career History

CERITY PARTNERS RETIREMENT PLAN CONSULTANTS

Mar 2022 – present

CERITY PARTNERS LLC

Jan 2022 – present

BROUWER & JANACHOWSKI, LLC

Mar 2021 – Jan 2022

MILL VALLEY, CA

Registrations & Exams

Registration record

First registered · March 24, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROUWER & JANACHOWSKI, LLC

CRD 146178 · SEC 801-69337

AUM

$2.3B

Regulatory assets under management

Employees

1,920 client accounts

Services offered by BROUWER & JANACHOWSKI, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BROUWER & JANACHOWSKI, LLC →

Introduction

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Frequently Asked Questions

What services does Rita Lee offer?

Rita Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MILL VALLEY, California for a consultation.

What are Rita Lee's credentials?

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

Where is Rita Lee located?

Rita Lee is based in MILL VALLEY, California, working with BROUWER & JANACHOWSKI, LLC. Their office serves clients in the MILL VALLEY metropolitan area and surrounding communities.

How does Rita Lee charge for services?

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

How large is BROUWER & JANACHOWSKI, LLC?

BROUWER & JANACHOWSKI, LLC has approximately 20 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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