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Lee Eugene Munson

PORTFOLIO, LLC·ALBUQUERQUE, New Mexico
Clean recordPORTFOLIO, LLC
6100 UPTOWN BLVD NE, ALBUQUERQUE, NM 87110CRD# 3039281Firm CRD# 145687

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Eugene Munson · ALBUQUERQUE, NM
Registration
CRD #3039281 · PORTFOLIO, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lee Eugene Munson is a registered financial advisor based in ALBUQUERQUE, New Mexico, affiliated with PORTFOLIO, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PORTFOLIO, LLC
PORTFOLIO WEALTH ADVISORS
AUM
$304M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PORTFOLIO, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3039281
Firm CRD# 145687
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lee Eugene Munson offer?
Lee Eugene Munson specializes in Financial Planning, Investment Management. Contact their office in ALBUQUERQUE, New Mexico for a consultation.
What are Lee Eugene Munson's credentials?
Lee Eugene Munson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Eugene Munson located?
Lee Eugene Munson is based in ALBUQUERQUE, New Mexico, working with PORTFOLIO, LLC. Their office serves clients in the ALBUQUERQUE metropolitan area and surrounding communities.
How does Lee Eugene Munson charge for services?
Lee Eugene Munson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PORTFOLIO, LLC?
PORTFOLIO, LLC has approximately 3 employees and manages $304M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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