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Alan Lewis Lee

STRATEGIC WEALTH MANAGEMENT, LLC·PEORIA, Illinois
Unclaimed Profile
114 STATE STREET, SUITE 2E, PEORIA, IL 61602CRD# 2723566Firm CRD# 123321
01

About

Alan Lewis Lee is a registered financial advisor based in PEORIA, Illinois, affiliated with STRATEGIC WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT, LLC
STRATEGIC WEALTH MANAGEMENT, LLC
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at STRATEGIC WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2723566
Firm CRD# 123321
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Lewis Lee offer?
Alan Lewis Lee specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PEORIA, Illinois for a consultation.
What are Alan Lewis Lee's credentials?
Alan Lewis Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Lewis Lee located?
Alan Lewis Lee is based in PEORIA, Illinois, working with STRATEGIC WEALTH MANAGEMENT, LLC. Their office serves clients in the PEORIA metropolitan area and surrounding communities.
How does Alan Lewis Lee charge for services?
Alan Lewis 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 STRATEGIC WEALTH MANAGEMENT, LLC?
STRATEGIC WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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