INVESTMENT ADVISORY OF LEE COUNTY, LLC

INVESTMENT ADVISORY OF LEE COUNTY, LLC of FT. MYERS, FL is an SEC-registered investment adviser (CRD 120301). Regulatory assets under management: $28.8M.

Registration

• CRD: 120301
• SEC file number: 801-62364
• Type: Registered investment adviser
• Location: 38 BARKLEY CIRCLE, SUITE 1, FT. MYERS, FL, 33907
• Phone: 239-481-5568
• Latest filing: 2003-12-18
• Regulatory AUM: $28.8M
• Discretionary AUM: $28.8M
• Clients: 1
• Accounts: 49

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 120301 on SEC IAPD (source of record)
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