AdvisorOS Directory
Claim Profile
JL

Joonho Lee

BURNHAM STERLING ASSET MANAGEMENT LLC·COS COB, Connecticut
Unclaimed Profile
29 RIVER ROAD, COS COB, CT 06807CRD# 2900218Firm CRD# 283907
01

About

Joonho Lee is a registered financial advisor based in COS COB, Connecticut, affiliated with BURNHAM STERLING ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BURNHAM STERLING ASSET MANAGEMENT LLC
BURNHAM STERLING ASSET MANAGEMENT LLC
AUM
$200M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BURNHAM STERLING ASSET MANAGEMENT LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2900218
Firm CRD# 283907
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in COS COB?

Browse all registered financial advisors in COS COB, Connecticut or claim this profile if it's yours.

Browse COS COB AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joonho Lee offer?
Joonho Lee specializes in Retirement Planning, Wealth Management. Contact their office in COS COB, Connecticut for a consultation.
What are Joonho Lee's credentials?
Joonho Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joonho Lee located?
Joonho Lee is based in COS COB, Connecticut, working with BURNHAM STERLING ASSET MANAGEMENT LLC. Their office serves clients in the COS COB metropolitan area and surrounding communities.
How does Joonho Lee charge for services?
Joonho 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 BURNHAM STERLING ASSET MANAGEMENT LLC?
BURNHAM STERLING ASSET MANAGEMENT LLC has approximately 4 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in COS COB
Stephen Thomas Lisenby — ONE RIVER ASSET MANAGEMENT, LLCAndrew Scott Cooper — PEGASUS CAPITAL ADVISORS, L.P.Richard Arthur Weinber — PEGASUS CAPITAL ADVISORS, L.P.Hee Kyung Hannah Kong — PEGASUS CAPITAL ADVISORS, L.P.Ian Gerald Wace — MARSHALL WACE NORTH AMERICA L.P.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile