LEE Financial Group Hawaii Inc

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.

• CHARLOTTE AMIKO MEYER

  DIRECTOR, VICE PRESIDENT AND SECRETARY owns more than 5% but less than 10%

• LUGENE ENDO LEE

  DIRECTOR owns less than 5%

• NORA BRIDGET FOLEY

  VICE PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER owns less than 5%

• TERRENCE KWOCK HING LEE

  DIRECTOR, PRESIDENT AND CEO owns 75% or more

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• Lee Financial Group Hawaii, Inc. Q3 2023 vs. Q4 2023 13F Holdings Comparison
• Lee Financial Group Hawaii, Inc. Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Lee Financial Group Hawaii, Inc. Q4 2022 vs. Q1 2023: A Look at Their 13F Holdings

• ISHARES TR $13,339k
• SPDR SERIES TRUST $11,683k
• WISDOMTREE TR $10,037k
• ISHARES TR US AER DEF ETF $8,110k
• LOWES CO $6,413k
• JP MORGAN EXCHANGE TRADED FD $6,264k
• ISHARES TR MIN VOL EAFE ETF $4,802k
• SELECT SECTOR SPDR $4,653k
• COSTCO WHSL CORP $4,631k
• Valero Energy Corp $4,152k