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William Lee

NEW AMSTERDAM PARTNERS LLC·NEW YORK, New York
Unclaimed Profile
475 PARK AVE SOUTH, NEW YORK, NY 10016-6901CRD# 6041369Firm CRD# 105462
01

About

William Lee is a registered financial advisor based in NEW YORK, New York, affiliated with NEW AMSTERDAM PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
NEW AMSTERDAM PARTNERS LLC
NEW AMSTERDAM PARTNERS LLC
AUM
$316M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at NEW AMSTERDAM PARTNERS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6041369
Firm CRD# 105462
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Lee offer?
William Lee specializes in Investment Management, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are William Lee's credentials?
William Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Lee located?
William Lee is based in NEW YORK, New York, working with NEW AMSTERDAM PARTNERS LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does William Lee charge for services?
William 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 NEW AMSTERDAM PARTNERS LLC?
NEW AMSTERDAM PARTNERS LLC has approximately 10 employees and manages $316M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Frank Hingher
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Michelle Rachel Clayman
NEW YORK, NY

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