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Asset Manager • Dallas, United States

Lee Financial Corporation

Lee Financial Corporation is a asset manager based in Dallas, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$130M
Assets Under Mgmt
Asset Manager
Investor Type
Dallas, United States
Headquarters
About

Lee Financial Corporation

Lee Financial is a wealth management firm committed to our clients' security, success, and fulfillment. Our WholeVision process integrates financial planning, investment management and Human Capital consulting.

Investment Focus

What Lee Financial Corporation Invests In

Investment types: Venture Capital - Early Stage, Venture Capital, Private Equity, Investment Funds

Sectors & themes: Equity Securities, Conservative Allocation, Equity/Mutual Funds, Options Trading, Impact Investing, Startups & Management, Finance, Traditional Investments (Liquid Assets), High-Level Sectors, Values-Based Investing, Alternative Investments

Preferred geographies: United States

Location: 8350 N. Central Expressway\nSuite 1800\nDallas\nTexas\n75206\nUnited States

Contact Lee Financial Corporation

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.