Lee Albert Calfo

Equalize Capital LLC

21 Years of Experience

Broker

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Areas of Practice

Investment Management

Equalize Capital LLC

Compensation

Fee-Only (AUM)

Firm Size

4 advisors

Number of Clients

2 clients

Average Client Portfolio

$24.7M average

Assets Under Management

$49.4M

Fee Structure

Financial Planning:Investment management only

Location

37 West Ave, Suite 301, Wayne, PA, 19087

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Lee is an officer of R5 Partners Inc., a personal holding company, and a consultant and board member for Green Mountain Holdings. He also holds CEO positions at J Alden Associates, Inc., Alden Capital Management, Equalize Capital, Alden Investment Advisors, and is President and CEO of Alden Investment Group.