MARSHA LEE & COMPANY,INC.

MARSHA LEE & COMPANY,INC. of PALM DESERT, CA is an SEC-registered investment adviser (CRD 134286). Regulatory assets under management: $33.2M.

Registration

• CRD: 134286
• Type: Registered investment adviser
• Location: 44651 VILLAGE COURT, PALM DESERT, CA, 92260-3824
• Phone: 760-776-4577
• Latest filing: 2025-03-06
• Regulatory AUM: $33.2M
• Discretionary AUM: $33.2M
• Clients: 3
• Accounts: 24

Business model

Compensation: Commissions.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 134286 on SEC IAPD (source of record)
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