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Adam Lawrence Altus

LEE CAPITAL MANAGEMENT LP·WELLESLEY, Massachusetts
Unclaimed Profile
57 RIVER STREET, WELLESLEY, MA 02481CRD# 6551810Firm CRD# 283304
01

About

Adam Lawrence Altus is a registered financial advisor based in WELLESLEY, Massachusetts, affiliated with LEE CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
3D/L CAPITAL MANAGEMENT, LLC
3D/L CAPITAL MANAGEMENT, LLC
AUM
$574M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at 3D/L CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Other: SUBADVISOR AND MODEL PROVIDER/STRATEGIST FEES
Regulatory
SEC/IARD CRD# 6551810
Firm CRD# 283304
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Lawrence Altus offer?
Adam Lawrence Altus specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in WELLESLEY, Massachusetts for a consultation.
What are Adam Lawrence Altus's credentials?
Adam Lawrence Altus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Lawrence Altus located?
Adam Lawrence Altus is based in WELLESLEY, Massachusetts, working with LEE CAPITAL MANAGEMENT LP. Their office serves clients in the WELLESLEY metropolitan area and surrounding communities.
How does Adam Lawrence Altus charge for services?
Adam Lawrence Altus's firm is compensated through percentage of aum, other: subadvisor and model provider/strategist fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEE CAPITAL MANAGEMENT LP?
LEE CAPITAL MANAGEMENT LP has approximately 14 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)NEWTON (143)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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