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Hyatt Gary Lee (West Chester)


Hyatt Gary Lee is an adviser based in West Chester. It manages $36.98 million of regulatory assets for 117 client accounts. It has been registered with the SEC as an adviser since 2001.

Hyatt Gary Lee provides portfolio management for individuals and small businesses 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.

Hyatt Gary Lee: assets under management

The assets under management (AUM) of Hyatt Gary Lee is $36.98 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $316.09 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hyatt Gary Lee for their services and products based on a percentage of assets under management. 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.

Based in West Chester

The principal office where Hyatt Gary Lee performs its advisory services is located at 1515 West Chester Pike B3, West Chester, PA 19382, 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 610-696-6900 or by fax 610-430-6581. The normal business hours are 9-5 on Monday - Friday.


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