MIA Lee Financial

Overview

MIA Lee Financial is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on fee-based portfolio management for individuals and small businesses, charging a percentage of assets under management. Its client base is concentrated on individual and family relationships. Regulatory and service flags in the profile indicate the adviser is not positioned as a capital allocator, does not identify as an active ESG investor, is not organized as a multi-state adviser, and does not provide pension consulting. The firm lists professional connections with an accountant and a law firm as part of its industry affiliations.

Assets & Accounts

Investments & Alternatives