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Mariane Ashley Lee

HUB INVESTMENT PARTNERS, LLC·AUSTIN, Texas
Clean recordHUB INVESTMENT PARTNERS, LLC
900 S. CAPITAL OF TX HIGHWAY, AUSTIN, TX 78746CRD# 4532268Firm CRD# 307956

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mariane Ashley Lee · AUSTIN, TX
Registration
CRD #4532268 · HUB INVESTMENT PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mariane Ashley Lee is a registered financial advisor based in AUSTIN, Texas, affiliated with HUB INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
HUB INVESTMENT PARTNERS, LLC
HUB INVESTMENT PARTNERS, LLC
AUM
$7.3B
Regulatory assets under management
Employees
50
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4532268
Firm CRD# 307956
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mariane Ashley Lee offer?
Mariane Ashley Lee specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Mariane Ashley Lee's credentials?
Mariane Ashley Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mariane Ashley Lee located?
Mariane Ashley Lee is based in AUSTIN, Texas, working with HUB INVESTMENT PARTNERS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Mariane Ashley Lee charge for services?
Mariane Ashley Lee's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HUB INVESTMENT PARTNERS, LLC?
HUB INVESTMENT PARTNERS, LLC has approximately 50 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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