RIA Intel›Advisers›California›MARSHA LEE & COMPANY, INC.

MARSHA LEE & COMPANY, INC.

Advisory

PALM DESERT, CA

Data as of Mar 6, 2025 · Source: SEC Form ADV

Rank in CA
#3,862
of 5,480 advisers by AUM
Average account
$1M
across 24 accounts
AUM per adviser
$33M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2025.

Total AUM
$33M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$33M
Discretionary AUM$33M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients24
Team
Total Employees3
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndJuly
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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