LEE Investment Management LLC
Legal Name: LEE INVESTMENT MANAGEMENT LLC
Full Contact Details
LEE Investment Management LLC
63 PUTNAM ST, SUITE 202, SARATOGA SPRINGS, NY
518-580-0088
518-207-0929
Other Info
LEE Investment Management LLC is a New York-based limited liability company with one employee serving in an advisory role. The firm has successfully registered with the U.S. Securities and Exchange Commission, with a registration date of April 18, 2016 and an approved status. With a client base of 31 individuals, LEE Investment Management LLC continues to provide expert financial advisory services.
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Skip to main content Client Login Contact menu HomeWho We AreOur MissionOur StoryOur TeamWhat We DoFinancial PlanningInvestment ManagementWhat to ExpectBlogSchedule a Meeting Previous Slide◀︎ Next Slide▶︎ Financial planning and wealth management for life. Fiduciary. We put our cli…
Direct Owners
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JAMES WON LEE
CHIEF COMPLIANCE OFFICER, MANAGING MEMBER owns 75% or more