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James Won Lee

LEE INVESTMENT MANAGEMENT LLC·SARATOGA SPRINGS, New York
Unclaimed Profile
63 PUTNAM ST, SARATOGA SPRINGS, NY 12866CRD# 1856731Firm CRD# 120535
01

About

James Won Lee is a registered financial advisor based in SARATOGA SPRINGS, New York, affiliated with LEE INVESTMENT MANAGEMENT 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
03

Firm Overview

Firm
LEE INVESTMENT MANAGEMENT LLC
LEE INVESTMENT MANAGEMENT LLC
AUM
$75M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LEE INVESTMENT MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 1856731
Firm CRD# 120535
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Won Lee offer?
James Won Lee specializes in Financial Planning, Investment Management. Contact their office in SARATOGA SPRINGS, New York for a consultation.
What are James Won Lee's credentials?
James Won Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Won Lee located?
James Won Lee is based in SARATOGA SPRINGS, New York, working with LEE INVESTMENT MANAGEMENT LLC. Their office serves clients in the SARATOGA SPRINGS metropolitan area and surrounding communities.
How does James Won Lee charge for services?
James Won Lee'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 LEE INVESTMENT MANAGEMENT LLC?
LEE INVESTMENT MANAGEMENT LLC has approximately 1 employees and manages $75M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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