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Vivian Fong Lee

LEE FINANCIAL GROUP INC.·HONOLULU, Hawaii
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3113 OLU STREET, HONOLULU, HI 96816-1425CRD# 1874377Firm CRD# 104781
01

About

Vivian Fong Lee is a registered financial advisor based in HONOLULU, Hawaii, affiliated with LEE FINANCIAL GROUP INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEE FINANCIAL GROUP HAWAII, INC.
LEE FINANCIAL GROUP HAWAII, INC.
AUM
$226M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LEE FINANCIAL GROUP HAWAII, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 1874377
Firm CRD# 104781
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vivian Fong Lee offer?
Vivian Fong Lee specializes in Investment Management, Wealth Management. Contact their office in HONOLULU, Hawaii for a consultation.
What are Vivian Fong Lee's credentials?
Vivian Fong Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vivian Fong Lee located?
Vivian Fong Lee is based in HONOLULU, Hawaii, working with LEE FINANCIAL GROUP INC.. Their office serves clients in the HONOLULU metropolitan area and surrounding communities.
How does Vivian Fong Lee charge for services?
Vivian Fong Lee's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEE FINANCIAL GROUP INC.?
LEE FINANCIAL GROUP INC. has approximately 10 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEE FINANCIAL GROUP INC.

Louis Frank Davanzo
HONOLULU, HI
Lugene Endo Lee
HONOLULU, HI
Nora Bridget Foley
HONOLULU, HI
Charlotte Amiko Meyer
HONOLULU, HI
Terrence Kwock Hing Lee
HONOLULU, HI

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