Unclaimed Profile

Jr. William Lee

SAROFIM REALTY ADVISORS LLC·HOUSTON, Texas

Clean record25 years registeredSAROFIM REALTY ADVISORS LLC

TWO HOUSTON CENTER, SUITE 2907, HOUSTON, TX 77010CRD# 4558092Firm CRD# 106931

Profile Verification

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

Identity

Jr. William Lee · HOUSTON, TX

Registration

CRD #4558092 · SAROFIM REALTY ADVISORS LLC · 25 years registered

Brand Profile

Not yet started

Career History

SAROFIM TRUST CO

Apr 2010 – present

SAROFIM INTERNATIONAL MANAGEMENT CO

Jun 2001 – present

FAYEZ SAROFIM & CO.

Nov 2000 – present

SAROFIM ADVISORS GROUP INC

Jun 2001 – Mar 2014

HOUSTON, TX

Registrations & Exams

Registration record

First registered · November 10, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAROFIM REALTY ADVISORS LLC

CRD 106931 · SEC 801-44655

AUM

$1.9B

Regulatory assets under management

Employees

6 client accounts

Services offered by SAROFIM REALTY ADVISORS LLC

Per Form ADV

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SAROFIM REALTY ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Jr. William Lee offer?

Jr. William Lee specializes in Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Jr. William Lee's credentials?

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

Where is Jr. William Lee located?

Jr. William Lee is based in HOUSTON, Texas, working with SAROFIM REALTY ADVISORS LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Jr. William Lee charge for services?

Jr. 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 SAROFIM REALTY ADVISORS LLC?

SAROFIM REALTY ADVISORS LLC has approximately 6 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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