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Lee Financial Corporation

Asset ManagerDallas, United States
$130M
Assets Under Management
Dallas
Headquarters
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About Lee Financial Corporation

Lee Financial is a wealth management firm committed to our clients' security, success, and fulfillment. Our WholeVision process integrates financial planning, investment management and Human Capital consulting.

Preferred Investment Types

Venture Capital - Early StageVenture CapitalPrivate EquityInvestment Funds

Preferred Sectors & Themes

Equity SecuritiesConservative AllocationEquity/Mutual FundsOptions TradingImpact InvestingStartups & ManagementFinanceTraditional Investments (Liquid Assets)High-Level SectorsValues-Based InvestingAlternative Investments

Preferred Geographies

United States

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Frequently asked questions

What type of investor is Lee Financial Corporation?

Lee Financial Corporation is a asset manager based in Dallas, United States, managing approximately $130M in assets.

Where is Lee Financial Corporation headquartered?

Lee Financial Corporation is headquartered in Dallas, United States.

How much does Lee Financial Corporation manage?

Lee Financial Corporation manages approximately $130M in assets under management.

What does Lee Financial Corporation invest in?

Lee Financial Corporation focuses on Venture Capital - Early Stage, Venture Capital, Private Equity, Investment Funds, Equity Securities, Conservative Allocation, Equity/Mutual Funds, Options Trading.

How can I contact Lee Financial Corporation?

Verified contact details, key decision-makers, and investment preferences for Lee Financial Corporation are available on LPbacked. Create a free account to access them.