$270.0K Total AUM
$270.0K Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
1 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-19-2024
- Office Locations
- 1
Office Locations
418 Broadway STE N Albany NY
About MIA LEE Financial
Mia Lee Financial is a New York-based registered investment adviser focused on retirement planning and long-term wealth building for individual investors. The firm builds customized portfolios and provides an online dashboard with automated rebalancing. Advisory delivery is integrated with Betterment’s client portal for digital onboarding and account access.
Team overview
-- AVG AGE
$270.0K AVG AUM / ADVISOR
$13.5K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
Lina Zhu
Chief Compliance Officer, Managing Partner
- CRD
- #7038697
- 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 | $270,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $270,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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