Unclaimed Profile

Andrea Jean Dalton Lee

FRIESS ASSOCIATES, LLC·JACKSON, Wyoming

Clean recordFRIESS ASSOCIATES, LLC

115 E. SNOW KING AVE., JACKSON, WY 83001CRD# 2603852Firm CRD# 107735

Profile Verification

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

Identity

Andrea Jean Dalton Lee · JACKSON, WY

Registration

CRD #2603852 · FRIESS ASSOCIATES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrea Jean Dalton Lee is a registered financial advisor based in JACKSON, Wyoming, affiliated with FRIESS ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

Speak with Andrea

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrea is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

FRIESS ASSOCIATES, LLC

AUM

$182M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FRIESS ASSOCIATES, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2603852

Firm CRD# 107735

View on FINRA BrokerCheck →

Looking for a financial advisor in JACKSON?

Browse all registered financial advisors in JACKSON, Wyoming or claim this profile if it's yours.

Browse JACKSON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Andrea Jean Dalton Lee offer?

Andrea Jean Dalton Lee specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in JACKSON, Wyoming for a consultation.

What are Andrea Jean Dalton Lee's credentials?

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

Where is Andrea Jean Dalton Lee located?

Andrea Jean Dalton Lee is based in JACKSON, Wyoming, working with FRIESS ASSOCIATES, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Andrea Jean Dalton Lee charge for services?

Andrea Jean Dalton Lee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FRIESS ASSOCIATES, LLC?

FRIESS ASSOCIATES, LLC has approximately 11 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →