HOLLINGSWORTH, LEE W
Firm details
- Headquarters
- ROSWELL, Georgia
- CRD number
- 300489
- Website
- leehollingsworth.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hollingsworth, Lee W. operates as a corporation with a focus on providing financial planning services and portfolio management for individuals and small businesses. This firm is engaged in broker-dealer activities and also functions as an insurance broker. While it does not classify itself as an active ESG investor, it has a diverse approach to investment management, primarily targeting individual clients and small business accounts. The firm does not allocate capital as a capital allocator and is not a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1LEE HOLLINGSWORTH
Financial AdvisorCRD 4445535
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ROSWELL, GA
FULTON
Location
ROSWELL, GA
Headquartered in ROSWELL, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- FULTON
- Address
- 1560 Warsaw Rd
- Time zone
- ET (UTC-5)
- Office locations
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