LEE FINANCIAL COMPANY, LLC
CRD #105910 SEC #801-10722 DALLAS, TX 972-960-1001
SEC Registered Private Funds
Total AUM
$1.5B
Discretionary
$1.5B
Employees
39
Clients
251
Accounts
1,677
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.5B | $1.5B | $13.8M | 39 | 6 |
| Mar 2025 | $1.5B | $1.5B | $13.8M | 39 | 6 |
| Apr 2024 | $1.3B | $1.3B | $34.4M | 36 | 4 |
| Mar 2024 | $1.3B | $1.3B | $34.4M | 36 | 4 |
| Dec 2023 | $1.2B | $1.2B | $2.8M | 35 | 2 |
| Mar 2023 | $1.2B | $1.2B | $2.8M | 35 | 2 |
| Aug 2022 | $1.3B | $1.3B | $2.6M | 34 | 7 |
| Jun 2022 | $1.3B | $1.3B | $2.6M | 34 | 7 |
| Mar 2022 | $1.3B | $1.3B | $2.6M | 34 | 7 |
| Mar 2021 | $1.2B | $1.2B | $5.8M | 32 | 8 |
| Sep 2020 | $1.1B | $1.1B | $5.5M | 35 | 10 |
| Jun 2020 | $1.1B | $1.1B | $5.5M | 35 | 10 |
| Feb 2020 | $1.1B | $1.1B | $5.5M | 35 | 10 |
| Nov 2019 | $1B | $1B | $14.5M | 32 | 6 |
| Jul 2019 | $1B | $1B | $14.5M | 32 | 6 |
| Mar 2019 | $1B | $1B | $14.5M | 32 | 6 |
| Aug 2018 | $1.1B | $1.1B | $10.9M | 36 | 7 |
| Mar 2018 | $1.1B | $1.1B | $10.9M | 36 | 7 |
| Jul 2017 | $1B | $1B | $7.8M | 32 | 400 |
| Jun 2017 | $1B | $1B | $7.8M | 32 | 400 |
| May 2017 | $1B | $1B | $7.8M | 32 | 400 |
| Apr 2017 | $1B | $1B | $7.8M | 32 | 400 |
| Jul 2016 | $1B | $1B | $9.3M | 46 | 400 |
| May 2016 | $1B | $1B | $9.3M | 46 | 400 |
| Mar 2016 | $1B | $1B | $9.3M | 46 | 400 |
| Mar 2015 | $1.1B | $1.1B | $9.6M | 56 | 400 |
| Mar 2014 | $1B | $1B | $11.3M | 52 | 300 |
| Oct 2013 | $968.9M | $856.4M | $112.4M | 49 | 500 |
| Mar 2013 | $968.9M | $856.4M | $112.4M | 49 | 500 |
| Feb 2013 | $897.1M | $803.1M | $94.1M | 53 | 300 |
| Aug 2012 | $897.1M | $803.1M | $94.1M | 11 | 300 |
| Mar 2012 | $897.1M | $803.1M | $94.1M | 11 | 300 |
| Mar 2011 | $898.9M | $806.1M | $92.9M | -- | -- |
| Sep 2010 | $835.8M | $761.7M | $74.1M | -- | -- |
| Mar 2009 | $791.6M | $723.4M | $68.2M | 51 | -- |
| Mar 2008 | $995.4M | $942.4M | $53M | 51 | -- |
| Mar 2007 | $1.6B | $886.1M | $760M | -- | -- |
| Mar 2006 | $1.5B | $732.1M | $732M | -- | -- |
| Nov 2005 | $1.2B | $612.4M | $559.9M | -- | -- |
| Sep 2005 | $1.2B | $612.4M | $559.9M | -- | -- |
| Mar 2004 | $1.1B | $543.2M | $603.5M | -- | -- |
| Dec 2003 | $892.1M | $439.1M | $453M | -- | -- |
| Apr 2002 | $892.3M | $490.1M | $402.1M | -- | -- |
| Jul 2001 | $910.9M | $556.2M | $354.7M | -- | -- |
DateJul 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$13.8M
Employees39
Clients6
DateMar 2025
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$13.8M
Employees39
Clients6
DateApr 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$34.4M
Employees36
Clients4
DateMar 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$34.4M
Employees36
Clients4
DateDec 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.8M
Employees35
Clients2
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$2.8M
Employees35
Clients2
DateAug 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.6M
Employees34
Clients7
DateJun 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.6M
Employees34
Clients7
DateMar 2022
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$2.6M
Employees34
Clients7
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.8M
Employees32
Clients8
DateSep 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$5.5M
Employees35
Clients10
DateJun 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$5.5M
Employees35
Clients10
DateFeb 2020
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$5.5M
Employees35
Clients10
DateNov 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$14.5M
Employees32
Clients6
DateJul 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$14.5M
Employees32
Clients6
DateMar 2019
Total AUM$1B
Discretionary$1B
Non-Disc.$14.5M
Employees32
Clients6
DateAug 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.9M
Employees36
Clients7
DateMar 2018
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$10.9M
Employees36
Clients7
DateJul 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$7.8M
Employees32
Clients400
DateJun 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$7.8M
Employees32
Clients400
DateMay 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$7.8M
Employees32
Clients400
DateApr 2017
Total AUM$1B
Discretionary$1B
Non-Disc.$7.8M
Employees32
Clients400
DateJul 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$9.3M
Employees46
Clients400
DateMay 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$9.3M
Employees46
Clients400
DateMar 2016
Total AUM$1B
Discretionary$1B
Non-Disc.$9.3M
Employees46
Clients400
DateMar 2015
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$9.6M
Employees56
Clients400
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$11.3M
Employees52
Clients300
DateOct 2013
Total AUM$968.9M
Discretionary$856.4M
Non-Disc.$112.4M
Employees49
Clients500
DateMar 2013
Total AUM$968.9M
Discretionary$856.4M
Non-Disc.$112.4M
Employees49
Clients500
DateFeb 2013
Total AUM$897.1M
Discretionary$803.1M
Non-Disc.$94.1M
Employees53
Clients300
DateAug 2012
Total AUM$897.1M
Discretionary$803.1M
Non-Disc.$94.1M
Employees11
Clients300
DateMar 2012
Total AUM$897.1M
Discretionary$803.1M
Non-Disc.$94.1M
Employees11
Clients300
DateMar 2011
Total AUM$898.9M
Discretionary$806.1M
Non-Disc.$92.9M
Employees--
Clients--
DateSep 2010
Total AUM$835.8M
Discretionary$761.7M
Non-Disc.$74.1M
Employees--
Clients--
DateMar 2009
Total AUM$791.6M
Discretionary$723.4M
Non-Disc.$68.2M
Employees51
Clients--
DateMar 2008
Total AUM$995.4M
Discretionary$942.4M
Non-Disc.$53M
Employees51
Clients--
DateMar 2007
Total AUM$1.6B
Discretionary$886.1M
Non-Disc.$760M
Employees--
Clients--
DateMar 2006
Total AUM$1.5B
Discretionary$732.1M
Non-Disc.$732M
Employees--
Clients--
DateNov 2005
Total AUM$1.2B
Discretionary$612.4M
Non-Disc.$559.9M
Employees--
Clients--
DateSep 2005
Total AUM$1.2B
Discretionary$612.4M
Non-Disc.$559.9M
Employees--
Clients--
DateMar 2004
Total AUM$1.1B
Discretionary$543.2M
Non-Disc.$603.5M
Employees--
Clients--
DateDec 2003
Total AUM$892.1M
Discretionary$439.1M
Non-Disc.$453M
Employees--
Clients--
DateApr 2002
Total AUM$892.3M
Discretionary$490.1M
Non-Disc.$402.1M
Employees--
Clients--
DateJul 2001
Total AUM$910.9M
Discretionary$556.2M
Non-Disc.$354.7M
Employees--
Clients--