MARSHA LEE & COMPANY,INC.
Firm details
- Headquarters
- PALM DESERT, California
- CRD number
- 134286
- Fee structure
- Commissions
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Marsha Lee & Company, Inc. operates as an independent registered investment advisor (RIA) with a focus on providing portfolio management services primarily for individuals and small businesses. The firm is structured as a corporation and is owned by an individual. It engages in business activities as a registered representative of a broker-dealer, which allows it to offer a range of investment services. While the firm does not actively engage in ESG investing, it caters to a client base that includes both individuals and families.
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
Asset composition
- Exchange Traded Equities50%
- US Government Bonds25%
- Cash & Cash Equivalents25%
Owners & executives
1 of 1MARY SEMPEK
CFOCRD 1778034
Contacts
2 of 2BRIAN HEUBLEIN
Registered RepresentativeCRD 714280
MARSHA LEE
Registered RepresentativeCRD 1028237
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALM DESERT, CA
RIVERSIDE
Location
PALM DESERT, CA
Headquartered in PALM DESERT, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- RIVERSIDE
- Address
- 44651 Village Ct
- Time zone
- PT (UTC-8)
- Office locations
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