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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2014
- Office Locations
- 1
Office Locations
About LEE Miles LLC
Lee Miles LLC is a boutique Utah RIA providing investment advisory, portfolio advice and financial planning, including tax/estate planning, insurance and business succession considerations. Portfolios are implemented primarily with ETFs and mutual funds with an emphasis on asset allocation and risk management. Founder Lee Miles brings 35+ years’ experience (CFP/ChFC/CLU). Custodies with Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
LEE LINDSAY MILES
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2027335
- Ownership
- 50% but less than 75%
Mason Buck Miles
Financial Advisor
- CRD
- #6627009
- Ownership
- 10% but less than 25%
Glacier focus
Legacy radial
- CRD
- #60936
- Ownership
- 31.2%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,951,817 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,951,817 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,951,817
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,082,843,884 | 24.2% |
| Equity - OTC | $1,355,792,135 | 30.3% |
| Cash | $2,035,925,484 | 45.5% |
| Total | $4,474,561,503 | 100.0% |