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Building 2LEE INVESTMENT MANAGEMENT LLC

Map pinSARATOGA SPRINGS, NY
Phone518-580-0088
NotebookSEC #801-107644
Total AUM
$90.5M
Employees
1
Clients
106

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
63 PUTNAM ST
SUITE 202
SARATOGA SPRINGS
NY 12866
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
518-580-0088

ReceiptFinancials

Total AUM
$90.5M
Accounts
301
Discretionary
$90.5M
Accounts
301
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
61
AUM
$13.2M
HNW Individual Clients
45
AUM
$77.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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