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LEE-KELLEHER WEALTH MANAGEMENT
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$198.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 193.0M |
| Non-Discretionary | 5.9M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 331717 |
| SEC Number | 801-130558 |
| Phone | 301-450-2617 |
| Total Employees | 2 |
Client Count by Type (133 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 76 |
| Individuals (other than H… | 50 |
| Pension/Profit Sharing Pl… | 4 |
| Corporations/Businesses | 2 |
| Charitable Organizations | 1 |
County data not available for this organization.