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Tim Robinson Lee

MONUMENT ADVISORY GROUP, LLC·ALEXANDRIA, Virginia
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1701 DUKE STREET, ALEXANDRIA, VA 22314CRD# 4288295Firm CRD# 159882
01

About

Tim Robinson Lee is a registered financial advisor based in ALEXANDRIA, Virginia, affiliated with MONUMENT ADVISORY GROUP, 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
MONUMENT CAPITAL MANAGEMENT, LLC
MONUMENT WEALTH MANAGEMENT
AUM
$434M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at MONUMENT CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4288295
Firm CRD# 159882
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tim Robinson Lee offer?
Tim Robinson Lee specializes in Financial Planning, Investment Management. Contact their office in ALEXANDRIA, Virginia for a consultation.
What are Tim Robinson Lee's credentials?
Tim Robinson Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tim Robinson Lee located?
Tim Robinson Lee is based in ALEXANDRIA, Virginia, working with MONUMENT ADVISORY GROUP, LLC. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.
How does Tim Robinson Lee charge for services?
Tim Robinson Lee's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MONUMENT ADVISORY GROUP, LLC?
MONUMENT ADVISORY GROUP, LLC has approximately 10 employees and manages $434M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MONUMENT ADVISORY GROUP, LLC

David Bruce Armstrong
ALEXANDRIA, VA
Jessica Lydia Gibbs
ALEXANDRIA, VA
Dean Joseph Catino
ALEXANDRIA, VA
Emily Marie Harper
ALEXANDRIA, VA
Timothy Stuart Mickey
ALEXANDRIA, VA

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Research
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