Lee Michael Boudouris
Investment adviser representative at Sunpointe Investments
11 yearsExperience
1 stateRegistered in
$790.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Sunpointe InvestmentsFeb 2021 to now
- Mercer Investment Consulting LLCJan 2015 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
Sunpointe Investments
Legal name: Sunpointe, LLC
$790.7MAssets managed
309Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5997782
- Firm CRD
- 282505