AL
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Alexander Dong-Shik Lee

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
282 advisors
Number of Clients
6,138 clients
Average Client Portfolio
$317K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$25K
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Location

500 N Central Avenue, Suite 930, Glendale, CA, 91203

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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.

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Other Business Activities

Alexander is a Managing Partner and attorney at law with Ascendant LLP, dedicating full-time hours to managing the office. He is also an Investment Advisor Representative (IAR) with TLG Advisors Inc, spending a few hours per week on RA business.

Employment History
Current Registrations
Tlg Advisors, INC.
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Eagle Strategies LLC
December 2011 - March 2015 · 3 yrs 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Alexander Dong-shik Lee - Financial Advisor | TrueAdvisor