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John D Lee

VANTAGE WEALTH MANAGEMENT, LLC·SAN MATEO, California
Unclaimed Profile
66 BOVET ROAD, SAN MATEO, CA 94402CRD# 5204771Firm CRD# 152374
01

About

John D Lee is a registered financial advisor based in SAN MATEO, California, affiliated with VANTAGE WEALTH MANAGEMENT, 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
VANTAGE WEALTH MANAGEMENT, LLC
VANTAGE WEALTH MANAGEMENT, LLC
AUM
$607M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at VANTAGE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5204771
Firm CRD# 152374
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John D Lee offer?
John D Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN MATEO, California for a consultation.
What are John D Lee's credentials?
John D Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John D Lee located?
John D Lee is based in SAN MATEO, California, working with VANTAGE WEALTH MANAGEMENT, LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.
How does John D Lee charge for services?
John D 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 VANTAGE WEALTH MANAGEMENT, LLC?
VANTAGE WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $607M 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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