Allocator Index · CRD 105910

LEE FINANCIAL COMPANY, LLC

Dallas, TX · 972-960-1001 · linkedin.com/company/leefinancialadvisor

SEC IAPD record ↗

Fit score

98

  • real_estate_fund+40
  • aum $250M-$3.0B+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

220

Other individuals

208

HNW assets

$1.47B

Total AUM

$1.68B

Employees

39

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
LFC HORIZONReal Estate Fund$213K
LFC EQUITY PLUS TAIL PROTECTION FUND, LLC.Hedge Fund$13.1M
LFC NOVUS LTDPrivate Equity Fund$156K
LFC MATRIX RESOURCESPrivate Equity Fund$84K