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Kenneth Ewell Lee

BRIDGEHAMPTON CAPITAL MANAGEMENT LLC·BRIDGEHAMPTON, New York
Unclaimed Profile
2304 MAIN STREET, BRIDGEHAMPTON, NY 11932-1521CRD# 3085627Firm CRD# 151755
01

About

Kenneth Ewell Lee is a registered financial advisor based in BRIDGEHAMPTON, New York, affiliated with BRIDGEHAMPTON CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
BRIDGEHAMPTON CAPITAL MANAGEMENT LLC
BRIDGEHAMPTON CAPITAL MANAGEMENT LLC
AUM
$81M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BRIDGEHAMPTON CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3085627
Firm CRD# 151755
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kenneth Ewell Lee offer?
Kenneth Ewell Lee specializes in Investment Management, Retirement Planning. Contact their office in BRIDGEHAMPTON, New York for a consultation.
What are Kenneth Ewell Lee's credentials?
Kenneth Ewell Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Ewell Lee located?
Kenneth Ewell Lee is based in BRIDGEHAMPTON, New York, working with BRIDGEHAMPTON CAPITAL MANAGEMENT LLC. Their office serves clients in the BRIDGEHAMPTON metropolitan area and surrounding communities.
How does Kenneth Ewell Lee charge for services?
Kenneth Ewell 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 BRIDGEHAMPTON CAPITAL MANAGEMENT LLC?
BRIDGEHAMPTON CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
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NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
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