Lee Financial Group Hawaii is an investment advisor in Honolulu with $392.86 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
990263125
SEC advisor number
801-33016
FINRA CRD number
104781
AUM ?
$334.65 mm
(as of 2 Jan 24)
Accounts
1,329
(as of 2 Jan 24)
Employees
10
(7 investment advisory or research)
Address
Lee Financial Group Hawaii
3113 OLU STREET
HONOLULU
HI 96816
3113 OLU STREET
HONOLULU
HI 96816
Phone
8089888088
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
8 Feb 22
13F-HR
Quarterly holdings report by institutional manager
2 Nov 21