LEE INVESTMENT MANAGEMENT LLC

SARATOGA SPRINGS, New York·1 registered advisor·CRD# 120535
SEC# 801-1076440518-580-0088
01

Firm Overview

AUM
$75M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEE INVESTMENT MANAGEMENT LLC

1 registered advisor
James Won Lee
SARATOGA SPRINGS, New York
05

Office Locations

SARATOGA SPRINGS, New York
1 advisor

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Data sourced from SEC Form ADV filings. LEE INVESTMENT MANAGEMENT LLC (CRD# 120535) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.