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LEE MILES LLC
CRD 170776
3084 S 1900 W, SUITE A2, OGDEN, UT, 84401, United States
Phone
801-394-8785
Fax
801-394-2415
Registration
— (—)
Source
State registered
Total AUM
$14.0M
Discretionary AUM
$14.0M
Team
2 total employees; 1 advisory reps; 10 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; INSURANCE COMMISSIONS
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $14.0M |
All web addresses on file
Official SEC filing: View on IAPD