Lee Financial Revenue

Financial Services • Dallas, Texas, United States • 51-100 Employees

Lee Financial revenue & valuation

Annual revenue	$32,100,000
Revenue per employee	$472,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$102,500,000
Total funding	No funding

Key Contacts at Lee Financial

Benjamin Shae

Director Of Operations And Client Service

Jaime Boyles

Director Of Financial Planning

Shirley Ogden

Director Of Investments

Marco Rodriguez

Co-Chief Investment Officer, Director Of Research

Richard Lee

Ceo & Founder

Gloria Lee

Owner

Ara Hovanesian

Ceo

Chris Lee

Ceo

Company overview

Headquarters	8350 N. Central Expressway, Suite 1800, Dallas, Texas 75206, US
Phone number	+19729601001
Website	leefin.com
NAICS	52
SIC	628
Keywords	Wealth Management, Financial Planning, Alternative Investments, Investment Management, Human Capital Consulting
Founded	1975
Employees	51-100
Socials

Lee Financial Email Formats

Lee Financial uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@leefin.com), used 80.6% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@leefin.com	80.6%
{first name}{last name}	johndoe@leefin.com	12.9%
{last name}{last name}	doedoe@leefin.com	6.5%

About Lee Financial

Lee Financial is an independent wealth management firm based in Dallas, Texas. Lee Financial provides financial advisory services including financial planning, portfolio management and human capital development to high net worth individuals and families nationwide. Founded in 1975, Lee Financial is an advisor and trusted resource for personal, family and business needs. For more information, please visit us at www.leefin.com or call us at (972) 960-1001. Note: Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Lee Financial), or any non-investment related content, will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Lee Financial is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Please remember that it remains your responsibility to advise Lee Financial, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the terms of the engagement.

Employees by Management Level

Total employees: 51-100

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Lee Financial has 28 employees across 8 departments.

Departments

Number of employees

Funding Data

Lee Financial has never raised funding before.

Lee Financial Tech Stack

Discover the technologies and tools that power Lee Financial's digital infrastructure, from frameworks to analytics platforms.

Adobe Fonts

Font scripts

Salesforce Marketing Cloud Account Engagement

Marketing automation

Salesforce

CRM

UserWay

Accessibility

Google Tag Manager

Tag managers

GraphQL

Programming languages

Apollo

JavaScript libraries

HSTS

Security

React

JavaScript frameworks

core-js

JavaScript libraries

Bootstrap

UI frameworks

Google Analytics

Analytics

Frequently asked questions

Lee Financial is located in Dallas, Texas, US.

You can reach Lee Financial at +19729601001.

Lee Financial generates an estimated annual revenue of $32,028,489. This revenue figure reflects the company's market position and business performance in its industry.

Lee Financial has an estimated valuation of $102,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Lee Financial was founded in 1975, making it 51 years old. The company has established itself as a significant player in its industry over this time.

Lee Financial has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.