Multi Family Office

Lee Financial

Lee Financial is a multi-family office headquartered in Dallas. Founded in 1975 by Richie Lee, the firm originated from his fee-only wealth management practice and continues to advise multiple generations of entrepreneurial families on investment management,...

Lee Financial

Lee Financial

Lee Financial is a multi-family office headquartered in Dallas. Founded in 1975 by Richie Lee, the firm originated from his fee-only wealth management practice and continues to advise multiple generations of entrepreneurial families on investment management, estate planning and human capital development. It operates as an independent registered investment adviser, allocating capital across public and private markets and offering integrated financial planning designed to preserve and grow intergenerational wealth.

Website
www.leefin.com
LinkedIn
linkedin.com/company/lee-financial-corporation

General information

Firm type

Multi Family Office

Year founded

1975

AUM

—

Location

Region

North America

Country

—

City

Dallas

Corporate office

—

Frequently asked questions

What is Lee Financial?

Lee Financial is a multi family office headquartered in Dallas.

When was Lee Financial founded?

Lee Financial was founded in 1975.

Where is Lee Financial headquartered?

Lee Financial is headquartered in Dallas, in the North America region.

What does Altss track for Lee Financial?

Altss maintains an OSINT-verified profile of Lee Financial covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is Lee Financial's website?

Lee Financial's public website is www.leefin.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Lee Financial?

Lee Financial is classified by Altss as a Multi Family Office within the North America region.

How does Altss source intelligence on Lee Financial?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

How fresh is the Altss profile for Lee Financial?

Lee Financial's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.

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