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Gretchen Elizabeth Lee

CLIFFORD SWAN INVESTMENT COUNSEL LLC·PASADENA, California
Unclaimed Profile
177 E. COLORADO BLVD, PASADENA, CA 91105-1965CRD# 2610857Firm CRD# 108033
01

About

Gretchen Elizabeth Lee is a registered financial advisor based in PASADENA, California, affiliated with CLIFFORD SWAN INVESTMENT COUNSEL 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
03

Firm Overview

Firm
CLIFFORD SWAN INVESTMENT COUNSEL LLC
CLIFFORD SWAN INVESTMENT COUNSELORS
AUM
$3.8B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at CLIFFORD SWAN INVESTMENT COUNSEL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2610857
Firm CRD# 108033
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gretchen Elizabeth Lee offer?
Gretchen Elizabeth Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PASADENA, California for a consultation.
What are Gretchen Elizabeth Lee's credentials?
Gretchen Elizabeth Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gretchen Elizabeth Lee located?
Gretchen Elizabeth Lee is based in PASADENA, California, working with CLIFFORD SWAN INVESTMENT COUNSEL LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.
How does Gretchen Elizabeth Lee charge for services?
Gretchen Elizabeth Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CLIFFORD SWAN INVESTMENT COUNSEL LLC?
CLIFFORD SWAN INVESTMENT COUNSEL LLC has approximately 31 employees and manages $3.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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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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