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Building 2DAVID M. LEE, P.C.

Map pin
Phone713-773-1100
NotebookSEC #801-68995
Total AUM
$12.6M
Employees
1
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
713-773-1100

ReceiptFinancials

Total AUM
$12.6M
Accounts
5
Discretionary
$0
Accounts
0
Non-Discretionary
$12.6M
Accounts
5

ContactClients

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Individual Clients
2
AUM
$105.5K
HNW Individual Clients
3
AUM
$12.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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