Lee Financial Group Hawaii, Inc.

Lee Financial Group Hawaii, Inc. (CRD# 104781) is a financial advisory firm headquartered in Honolulu, HI. They manage $226,326,709 in 1,247 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
3113 Olu Street, Honolulu, HI 96816
http://www.leehawaii.com
By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    1,247
    ACCOUNTS
  • Average Account Value
    $181,497
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI, LA, NV, NY, OH, TX, WA

Financial Advisors at Lee Financial Group Hawaii, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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