MIA LEE FINANCIAL

MIA LEE FINANCIAL of ALBANY, NY is an SEC-registered investment adviser (CRD 332504). Regulatory assets under management: $270K.

Registration

• CRD: 332504
• Type: Registered investment adviser
• Location: 418 BROADWAY, ALBANY, NY, 12207
• Phone: 646-727-0594
• Latest filing: 2026-03-30
• Regulatory AUM: $270K
• Discretionary AUM: $270K
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332504 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search