LEE Financial Group Hawaii Inc
Legal Name: LEE FINANCIAL GROUP HAWAII, INC.
Full Contact Details
LEE Financial Group Hawaii Inc
3113 OLU STREET, HONOLULU, HI
808-988-8088
808-988-5770
Other Info
LEE Financial Group Hawaii Inc, a Hawaii corporation with 10 employees, is approved by the U.S. Securities and Exchange Commission for providing financial advisory services. The firm has been registered with the SEC since October 6, 1988, and majority of its employees are engaged in advisory roles. Though there is no information on the number of clients served, LEE Financial is a reliable and experienced financial group, delivering quality services to the residents of Hawaii.
Lee Financial - Helping Build Wealth and Trust in Hawaii
We’re a Hawaii based investment management firm offering services to a broad range of clients, including individuals, trusts, estates, businesses, mutual funds, charitable organizations, and pension plans.
Direct Owners
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CHARLOTTE AMIKO MEYER
DIRECTOR, VICE PRESIDENT AND SECRETARY owns more than 5% but less than 10%
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LUGENE ENDO LEE
DIRECTOR owns less than 5%
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NORA BRIDGET FOLEY
VICE PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER owns less than 5%
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TERRENCE KWOCK HING LEE
DIRECTOR, PRESIDENT AND CEO owns 75% or more
Firms Located Nearby
News
Top Holdings
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- LOWES CO $6,413k
- JP MORGAN EXCHANGE TRADED FD $6,264k
- ISHARES TR MIN VOL EAFE ETF $4,802k
- SELECT SECTOR SPDR $4,653k
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