Munder Lee Investments Ltd is a large advisory firm based in Boston. It manages $3.13 billion of regulatory assets for 302 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Massachusetts, Michigan, and New York.
Munder Lee Investments provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Munder Lee Investments Ltd is $3.13 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 362% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Munder Lee Investments Ltd for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kenneth Leslie Swan has been acting as President since 1 Mar 2001. William Emerson Corson joined the executive team most recently as the Cco.
The principal office where Munder Lee Investments Ltd performs its advisory services is located at 200 Clarendon St, Boston, MA 02116 The mailing address of the firm is 231 Royal Palm Way, Palm Beach, FL 33480. An additional office of the firm is in Montebello, NY. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-380-5600 or by fax 617-380-5601. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at www.leemunder.com.