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Lee, Victor (New York)


Lee, Victor is an adviser based in New York. It manages $45 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2007.

Lee, Victor provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Lee, Victor: assets under management

The assets under management (AUM) of Lee, Victor is $45 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lee, Victor for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Lee, Victor performs its advisory services is located at 630 First Avenue, 6 H, New York, NY 10016, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-447-1676 or by fax 212-447-1676. The normal business hours are 8 am - 6 pm on Other.


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