$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
4 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-2022
- Office Locations
- 1
Office Locations
-- Ladera Ranch CA
About LEE Financial Group
Lee Financial Group, LLC is a CFP-led RIA built for medical professionals, combining retirement planning, investment management, and tax planning. Work includes cash-flow/budgeting, IRA/Roth optimization, tax-loss harvesting, employer benefit planning, and estate document/beneficiary reviews with a visual estate flow chart. Public filings indicate ETF-based portfolios and Betterment custody.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$64.5K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Services
Available
Technology
Available
Owner & Executives
A
Austin CHRISTOPHER Lee
Chief Compliance Officer, Owner
- CRD
- #5415765
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,225,511 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,225,511 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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