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Investment Advisory Of Lee County, LLC (Ft. Myers)


Investment Advisory Of Lee County, LLC is a large advisory firm based in Ft. Myers. It manages $28.8 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Florida and Illinois.

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Investment Advisory Of Lee County provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and security ratings or pricing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investment Advisory Of Lee County: assets under management

The assets under management (AUM) of Investment Advisory Of Lee County, LLC is $28.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $587.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investment Advisory Of Lee County, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Robin Nmn Cohen Shareholder 1 May 1999 25% - 50% 4222195
Scott Mitchell Fine Vp/secretary 1 May 1999 25% - 50% 2303062
Kevin William Boyle President/treasurer 1 May 1999 25% - 50% 1074381

Based in Ft. Myers

The principal office where Investment Advisory Of Lee County, LLC performs its advisory services is located at 38 Barkley Circle, Ft. Myers, FL 33907, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-481-5568 or by fax 239-481-0445. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.patprogram.com.


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