LEE FINANCIAL GROUP

LEE FINANCIAL GROUP is an SEC-registered investment adviser (CRD 319537). Regulatory assets under management: $1.2M.

Registration

• CRD: 319537
• Type: Registered investment adviser
• Phone: (949) 214-4873
• Latest filing: 2026-02-25
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 319537 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search