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Michael Stewart Lee

REDMILE GROUP, LLC·SAN FRANCISCO, California
Unclaimed Profile
ONE LETTERMAN DRIVE, SAN FRANCISCO, CA 94129CRD# 4592196Firm CRD# 143606
01

About

Michael Stewart Lee is a registered financial advisor based in SAN FRANCISCO, California, affiliated with REDMILE GROUP, 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
REDMILE GROUP, LLC
REDMILE GROUP
AUM
$6.5B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at REDMILE GROUP, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4592196
Firm CRD# 143606
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Stewart Lee offer?
Michael Stewart Lee specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Michael Stewart Lee's credentials?
Michael Stewart Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Stewart Lee located?
Michael Stewart Lee is based in SAN FRANCISCO, California, working with REDMILE GROUP, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Michael Stewart Lee charge for services?
Michael Stewart 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 REDMILE GROUP, LLC?
REDMILE GROUP, LLC has approximately 35 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at REDMILE GROUP, LLC

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Amrit Nmn Nagpal
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Jennifer Kate Ciresi
SAN FRANCISCO, CA
Owen John Leary
SAN FRANCISCO, CA
Robert Carrington Faulkner
SAN FRANCISCO, CA
Christopher Charles Oconnor
SAN FRANCISCO, CA

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Research
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