LEE FINANCIAL GROUP, INC.

LEE FINANCIAL GROUP, INC. of COLUMBIA, MD is an SEC-registered investment adviser (CRD 121803).

Registration

• CRD: 121803
• Type: Registered investment adviser
• Location: 5950 SYMPHONY WOODS ROAD, COLUMBIA, MD, 21044
• Phone: 443-276-9595
• Latest filing: 2026-03-25
• Clients: 1

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121803 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search