LEE FINANCIAL GROUP HAWAII, INC.

3113 Olu Street
Honolulu, Hawaii 96816-1425
Tel: 808-988-8088

About LEE FINANCIAL GROUP HAWAII, INC.

LEE FINANCIAL GROUP HAWAII, INC, formally registered with the SEC as LEE FINANCIAL GROUP HAWAII, INC. The firm was established in 10/06/1988. They have over 1 offices throughout the country.

LEE FINANCIAL GROUP HAWAII, INC. is a Honolulu, Hawaii based Financial Planning firm with nearly $334,649,839 assets under management, offering retirement planning & investment advisory services to 1329 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104781
SEC#	801-33016
Assets Managed by Firm	$334,649,839
No. of Clients	1329
No. of Advisors	10

Fee Structure

A Percentage of AUM
Fixed Fees
Commision Based

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Investment
Portfolio Management for Business
Selection of Other Advisors
Publication of periodicals or Newsleters
Educational Seminars/ Workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1329	$334,649,839
Individuals (other than high net worth individuals)	590	$118,460,695
High net worth individuals	33	$64,966,687
Corporations or other businesses	7	$7,092,516

Inquire with LEE FINANCIAL GROUP HAWAII, INC.

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