M
CRD: 134286
Marsha LEE & COMPANY,INC.
Palm Desert, CA, 92260
7607764577
$33.2M Total AUM
$33.2M Disc. AUM
-- 3Y CAGR
3 Employees
24 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Merrill Lynch · Pershing · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1994
- Office Locations
- 1
Office Locations
44651 Village Court Suite 136 Palm Desert CA
About Marsha LEE & COMPANY,INC.
Marsha LEE & COMPANY,INC. is a Palm Desert-based RIA. The firm has been operating for 32 years. Managing $33.2M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch and Pershing. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$33.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
22.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Optima Pioneer
Client Personas
Prime
Investment Themes
Alpha catalyst
Investment Vehicles
Delta
Services
Prime capital
Owner & Executives
M
MARSHA LEE
Chief Executive Officer
- CRD
- #1028237
- Ownership
- 75% or more
(930) 391-1802
signal.matrix@atlascapital.com
in linkedin.com/in/peak-frontier
B
BRIAN WILLIAM HEUBLEIN
Chief Compliance Officer
- CRD
- #714280
- Ownership
- Less than 5%
(919) 938-9069
crest.fusion@glaciercapital.com
in linkedin.com/in/legacy-pioneer
O
Oak ridge
Bridge ember
- CRD
- #22279
- Ownership
- 16.3%
(479) 891-8327
wave.beacon@harborcapital.com
in linkedin.com/in/horizon-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,225,999 | -- |
| Non-Discretionary | $0 | -- |
| Total | $33,225,999 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,225,999
Equity - Exchange:
25.2% Cash:
30.2% U.S. Government/Agency:
44.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,863,922,944 | 25.2% |
| Cash | $2,233,748,926 | 30.2% |
| U.S. Government/Agency | $3,298,847,751 | 44.6% |
| Total | $7,396,519,621 | 100.0% |