INVESTMENT ADVISORY OF LEE COUNTY, LLC
CRD #120301 SEC #801-62364 FT. MYERS, FL 239-481-5568
SEC Registered
Total AUM
$28.8M
Discretionary
$28.8M
Employees
5
Clients
26
Accounts
49
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 19, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOYLE, KEVIN, WILLIAM | I | MANAGING PARTNER | NA | Control |
| FINE, SCOTT, MITCHELL | I | MANAGING PARTNER | NA | Control |
| KS ADVISORS, INC. | DE | CORPORATE SHAREHOLDER | D | Control |
| FAHL, MICHAEL, DENNIS | I | SENIOR MANAGING PARTNER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BOYLE, KEVIN, WILLIAM | I | KS ADVISORS, INC. | C | Control |
| COHEN, ROBIN, NMN | I | KS ADVISORS, INC. | C | Control |
| FINE, SCOTT, MITCHELL | I | KS ADVISORS, INC. | C | Control |
Registrations
Federal
IA
Dec 19, 2003 REGISTERED
Notice Filings (2)
FL IL
Address
38 BARKLEY CIRCLESUITE 1
FT. MYERS, FL 33907
USA
Phone: 239-481-5568