# MARSHA LEE & COMPANY,INC.

MARSHA LEE & COMPANY,INC. of PALM DESERT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 134286
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134286/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134286/similar
- Related entities: https://search.stillhousedata.com/firm/134286/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134286

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.