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MARSHA LEE & COMPANY,INC.
MARSHA LEE & COMPANY, INC.
CRD 134286
44651 VILLAGE COURT, SUITE 136, PALM DESERT, CA, 92260-3824, United States
Phone
760-776-4577
Fax
760-776-4583
Registration
— (—)
Source
State registered
Total AUM
$33.2M
Discretionary AUM
$33.2M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Commissions
Org form
Corporation
Filing date
2025-03-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $33.2M |
Official SEC filing: View on IAPD