Unclaimed Profile

Lee Davison Beck

KUDU INVESTMENT MANAGEMENT LLC·NEW YORK, New York

Clean recordKUDU INVESTMENT MANAGEMENT LLC

286 MADISON AVE., SUITE 2002 (20TH FLOOR), NEW YORK, NY 10017CRD# 2225933Firm CRD# 174350

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lee Davison Beck · NEW YORK, NY

Registration

CRD #2225933 · KUDU INVESTMENT MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lee Davison Beck is a registered financial advisor based in NEW YORK, New York, affiliated with KUDU INVESTMENT MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

KUDU INVESTMENT HOLDINGS, LLC

AUM

$890M

Regulatory assets under management

Employees

Total firm employees

View all advisors at KUDU INVESTMENT HOLDINGS, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2225933

Firm CRD# 174350

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lee Davison Beck offer?

Lee Davison Beck specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Lee Davison Beck's credentials?

Lee Davison Beck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lee Davison Beck located?

Lee Davison Beck is based in NEW YORK, New York, working with KUDU INVESTMENT MANAGEMENT LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Lee Davison Beck charge for services?

Lee Davison Beck'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 KUDU INVESTMENT MANAGEMENT LLC?

KUDU INVESTMENT MANAGEMENT LLC has approximately 16 employees and manages $890M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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