Unclaimed Profile

Judd Charles Lee

BENCHMARK PLUS MANAGEMENT, LLC·TACOMA, Washington

Clean recordBENCHMARK PLUS MANAGEMENT, LLC

820 A STREET, TACOMA, WA 98402CRD# 2920637Firm CRD# 127471

Profile Verification

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

Identity

Judd Charles Lee · TACOMA, WA

Registration

CRD #2920637 · BENCHMARK PLUS MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Judd Charles Lee is a registered financial advisor based in TACOMA, Washington, affiliated with BENCHMARK PLUS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BENCHMARK PLUS MANAGEMENT, LLC

BENCHMARK PLUS MANAGEMENT

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BENCHMARK PLUS MANAGEMENT, LLC →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2920637

Firm CRD# 127471

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Frequently Asked Questions

What services does Judd Charles Lee offer?

Judd Charles Lee specializes in Retirement Planning. Contact their office in TACOMA, Washington for a consultation.

What are Judd Charles Lee's credentials?

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

Where is Judd Charles Lee located?

Judd Charles Lee is based in TACOMA, Washington, working with BENCHMARK PLUS MANAGEMENT, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.

How does Judd Charles Lee charge for services?

Judd Charles 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 BENCHMARK PLUS MANAGEMENT, LLC?

BENCHMARK PLUS MANAGEMENT, LLC has approximately 8 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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