Bejelentkezés Regisztrálj ingyen

Smith,Kevin Lee (Seattle)


Smith,Kevin Lee is a large advisory firm based in Seattle. It manages $113.05 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Washington.

Smith,Kevin Lee provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Smith,Kevin Lee: assets under management

The assets under management (AUM) of Smith,Kevin Lee is $113.05 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 94% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $113.05 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.3 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Smith,Kevin Lee for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Seattle

The principal office where Smith,Kevin Lee performs its advisory services is located at 4963 N.E. 85 Th Street, Seattle, WA 98115, 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 206-525-1283 or by fax 206-527-6791. The normal business hours are 8 - 4:30 on Monday - Friday.


Registered investment advisers similar to Smith,Kevin Lee