LEE FINANCIAL COMPANY, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,682,470,670
Discretionary
$1,651,950,665
Non-discretionary
$30,520,005
Firm details
- CRD number
- 105910
- SEC file number
- 801-10722
- Main office
- DALLAS, TX, United States
- Employees
- 39
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.