Falists
← Back to search

LEE FINANCIAL ASSOCIATES, INC.

CRD 120725

Visit website

5018 DORSEY HALL DRIVE, SUITE 204, ELLICOTT CITY, MD, 21042, United States

Phone

410-964-3000

Fax

410-964-5133

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

4 total employees; 2 advisory reps; 39 broker-dealer reps

Clients

0

Fees

Hourly charges; Fixed fees; FEE FOR MONITORING 3RD PARTY MANAGER

Org form

Corporation

Filing date

2026-01-27

Disciplinary history

No

Services

Financial planningSelection of other advisers

All web addresses on file

Official SEC filing: View on IAPD