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Building 2LEE FINANCIAL COMPANY, LLC

Map pinDALLAS, TX
Phone972-960-1001
NotebookSEC #801-10722
Total AUM
$1.7B
Employees
39
Clients
444

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8350 N. CENTRAL EXPRESSWAY
SUITE 1800
DALLAS
TX 75206
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
972-960-1001

ReceiptFinancials

Total AUM
$1.7B
Accounts
1,745
Discretionary
$1.7B
Accounts
1,699
Non-Discretionary
$30.5M
Accounts
46

ContactClients

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Individual Clients
208
AUM
$158.4M
HNW Individual Clients
220
AUM
$1.5B
Pooled Vehicle Clients
4
AUM
$15.2M
Pension/Profit Sharing Plan Clients
11
AUM
$30.1M
Charitable Organization Clients
1
AUM
$6.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIDLANENYOKORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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