LEE INVESTMENT MANAGEMENT LLC

63 Putnam St
Suite 202
Saratoga Springs, New York 12866
Tel: 518-580-0088

About LEE INVESTMENT MANAGEMENT LLC

LEE INVESTMENT MANAGEMENT LLC, formally registered with the SEC as LEE INVESTMENT MANAGEMENT LLC. The firm was established in 04/18/2016. They have over 1 offices throughout the country.

LEE INVESTMENT MANAGEMENT LLC is a Saratoga Springs, New York based Financial Planning firm with nearly $90,508,190 assets under management, offering retirement planning & investment advisory services to 301 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120535
SEC#	801-107644
Assets Managed by Firm	$90,508,190
No. of Clients	301
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	301	$90,508,190
Individuals (other than high net worth individuals)	61	$13,231,368
High net worth individuals	45	$77,276,822

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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