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| Happy Holidays!! thanks for using AUM13F!! |
| Lee Investment Management LLC
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| CRD # | 120535 |
| SEC # | 801-107644 |
| CIK # | 0000058340, 0001391166 |
| AUM | $90.5 M (2025-02-21) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 518-580-0088 |
| Address | 63 Putnam St Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| SPDR Gold Trust | 23.7 | |
| Apple Inc | 14.2 | |
| Microsoft Corp | 7.9 | |
| Broadcom Inc | 6.5 | |
| J P Morgan Chase & Co | 3.2 | |
| Philip Morris International Inc | 3.0 | |
| Nvidia Corp | 2.9 | |
| Home Depot Inc | 2.4 | |
| Exxon Mobil Corp | 2.3 | |
| AbbVie Inc | 2.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 61 | 13.2 |
| (b) Individuals (high net worth individuals) | 45 | 77.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 90.5 |
| By Discretionary | ||
| Discretionary | 301 | 90.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 301 | 90.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 90.5 | |
| Total | 301 | 90.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001391166] | |
| SC 13G | [0001391166] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Lee Financial Co | Lee Financial Co | [2019-01-24] |
| Lee Financial Co | Lee Financial Co | [2018-09-07] |
| Lee Financial Co | iShares Trust | [2018-01-24] |
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