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Building 2INVESTMENT ADVISORY OF LEE COUNTY, LLC

Map pinFT. MYERS, FL
Phone239-481-5568
NotebookSEC #801-62364
Total AUM
$28.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
38 BARKLEY CIRCLE
SUITE 1
FT. MYERS
FL 33907
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
239-481-5568

ReceiptFinancials

Total AUM
$28.8M
Accounts
49
Discretionary
$28.8M
Accounts
49
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementSecurities Ratings
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
FLIL

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

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