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Rita Lee

BROUWER & JANACHOWSKI, LLC·MILL VALLEY, California
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100 SHORELINE HIGHWAY, MILL VALLEY, CA 94941CRD# 5317352Firm CRD# 146178
01

About

Rita Lee is a registered financial advisor based in MILL VALLEY, California, affiliated with BROUWER & JANACHOWSKI, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BROUWER & JANACHOWSKI, LLC
BROUWER & JANACHOWSKI, LLC
AUM
$2.3B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at BROUWER & JANACHOWSKI, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5317352
Firm CRD# 146178
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in MILL VALLEY
Kim Marie Silva — SPO PARTNERS & CO.John Harold Scully — SPO PARTNERS & CO.John Deyton Botti — EMROSE CAPITAL, LLCPatrick Michael Tenney — MT. TAM CAPITAL MANAGEMENT, LLCEli Joshua Weinberg — SPO PARTNERS & CO.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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