Angela Kennedy Lee
Investment adviser representative at Israel Investment Advisors, LLC
29 yearsExperience
1 stateRegistered in
PFSDesignation
$96.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- Israel Investment Advisors, LLCFeb 2021 to now
- Ghp Investment AdvisorsNov 2020 to now
- Crowe LLPJan 2017 to Oct 2020
- Ghp Horwath PcDec 1997 to Dec 2016
Designations
- PFS
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
Israel Investment Advisors, LLC
$96.3MAssets managed
5Clients
26Advisers
16 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
- 7315664
- Firm CRD
- 153952