


Michael Lee Strategy Revenue
Financial Services • Brooklyn, New York, United States • 1-10 Employees
Michael Lee Strategy revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contact at Michael Lee Strategy
Michael Lee
Founder
Company overview
| Headquarters | 450 Lexington Ave, New York, NY 11221, US |
| Phone number | +16464706435 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Asset Management, Retirement Planning, Financial Planning, Investment Management |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Michael Lee Strategy Email Formats
Michael Lee Strategy uses 1 email format. The most common is {first initial} (e.g., j@michaelleestrategy.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@michaelleestrategy.com | 100% |
About Michael Lee Strategy
Michael Lee Strategy is a Wealth Planning and Investment Management Firm. Our focus is to offer comfort and clarity to pre-retirees and retirees by delivering a personalized, holistic strategy through the marriage of comprehensive financial planning and differentiated professional investment management. A former Vice President in the Institutional Middle Markets group at Morgan Stanley, Michael is one of the most sought after experts in the industry. Michael appears regularly on Fox Business, Fox News, Yahoo Finance, Newsmax TV, Cheddar News, i24 News, and The TD Ameritrade Network; he has also appeared on CNBC and has been quoted in Bloomberg News and US News & World Report. What will set your experience with Michael Lee Strategy apart from the competition? In an industry wrought with noise and needless complexity, Michael is distinctly skilled at simplifying and communicating complex concepts to novices and experts alike, helping clients fully understand what’s required to achieve their unique financial goals.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Michael Lee Strategy has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Michael Lee Strategy has never raised funding before.
Michael Lee Strategy Tech Stack
Discover the technologies and tools that power Michael Lee Strategy's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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