Lee Financial

EST. AUM
$1,682,470,670

CONTACTS
10

CLIENT ACCOUNTS
1,745

Firm Details

Metro area Dallas
CRD Number 105910
Website leefin.com
Client types

Overview

Lee Financial is a $1B RIA based in Dallas, TX. The firm's CIO sources investment ideas on their own, primarily through screens and relationships. Lee Financial has been dedicated to advising individuals, families, and businesses for over 45 years. Their mission is to assist clients in making informed choices about how they allocate their time and finances to increase their chances of success. By applying business principles to personal financial planning, Lee Financial aims to guide clients towards a better quality of life. Their approach is not a one-size-fits-all formula but an adaptable process tailored to each client's unique needs and goals. Their diverse client base includes professionals and organizations nationwide, ranging from physicians and corporate executives to entrepreneurs and non-profit organizations. From young professionals starting their careers to those in need of a family office, Lee Financial's services are designed to grow and evolve with their clients. At the core of their purpose is offering clients confidence and security, providing them with a clear understanding of their financial situation, goals, and strategies to achieve them. Lee Financial prides itself on delivering objective advice to help clients navigate critical financial decisions with assurance.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lee Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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