LEE FINANCIAL COMPANY, LLC

CRD 105910 · SEC 801-10722

Visit website

8350 N. CENTRAL EXPRESSWAY, SUITE 1800, DALLAS, TX, 75206, United States

Phone

972-960-1001

Fax

972-404-1123

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.68B

Discretionary AUM

$1.65B

Team

39 total employees; 22 advisory reps; 4 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	208	$158.4M
High net worth individuals	220	$1.47B
Pooled investment vehicles	4	$15.2M
Pension/profit sharing plans	11	$30.1M

States served

CA, ID, LA, NE, NY, OK, OR, WA, TX, FL

All web addresses on file

https://www.linkedin.com/company/leefinancialadvisor
HTTPS://WWW.LEEFIN.COM
HTTPS://TWITTER.COM/LFCADVISOR

Official SEC filing: View on IAPD