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Calvin Lee

GAMMA INVESTING LLC·SAN MATEO, California
Unclaimed Profile
1825 S. GRANT STREET, SAN MATEO, CA 94402CRD# 4596416Firm CRD# 312573
01

About

Calvin Lee is a registered financial advisor based in SAN MATEO, California, affiliated with GAMMA INVESTING LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GAMMA INVESTING LLC
GAMMA INVESTING LLC
AUM
$1.0B
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GAMMA INVESTING LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4596416
Firm CRD# 312573
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Calvin Lee offer?
Calvin Lee specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN MATEO, California for a consultation.
What are Calvin Lee's credentials?
Calvin Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Calvin Lee located?
Calvin Lee is based in SAN MATEO, California, working with GAMMA INVESTING LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does Calvin Lee charge for services?
Calvin Lee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GAMMA INVESTING LLC?
GAMMA INVESTING LLC has approximately 5 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GAMMA INVESTING LLC

Zlatko Martinic
SAN MATEO, CA
Lorraine Y Fang
SAN MATEO, CA
Peili Wang
SAN MATEO, CA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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