LEE FINANCIAL COMPANY, LLC

8350 N. Central Expressway
Suite 1800
Dallas, Texas 75206
Tel: 972-960-1001

About LEE FINANCIAL COMPANY, LLC

LEE FINANCIAL COMPANY, LLC, formally registered with the SEC as LEE FINANCIAL COMPANY, LLC. The firm was established in 04/26/1975. They have over 1 offices throughout the country.

LEE FINANCIAL COMPANY, LLC is a Dallas, Texas based Financial Planning firm with nearly $1,337,614,017 assets under management, offering retirement planning & investment advisory services to 1643 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105910
SEC#	801-10722
Assets Managed by Firm	$1,337,614,017
No. of Clients	1643
No. of Advisors	36

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INVESTMENT ADVICE TO INDIVIDUALS, PENSIONS, PROFIT SHARING PLANS, TRUSTS, ESTATES, CHARITIES, CORPORATIONS, BUSINESSES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1643	$1,337,614,017
Individuals (other than high net worth individuals)	193	$101,599,178
High net worth individuals	207	$1,195,046,711
Pension and profit sharing plans	9	$21,791,697
Charitable organizations	Fewer than 5 clients	$5,480,387

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