LEE FINANCIAL GROUP HAWAII, INC.

HONOLULU, Hawaii·6 registered advisors·CRD# 104781
SEC# 801-330160808-988-8088
01

Firm Overview

AUM
$226M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Commissions
03

Specialties

Investment ManagementWealth Management
04

Advisors at LEE FINANCIAL GROUP HAWAII, INC.

6 registered advisors
Charlotte Amiko Meyer
HONOLULU, Hawaii
Louis Frank Davanzo
HONOLULU, Hawaii
Lugene Endo Lee
HONOLULU, Hawaii
Nora Bridget Foley
HONOLULU, Hawaii
Terrence Kwock Hing Lee
HONOLULU, Hawaii
Vivian Fong Lee
HONOLULU, Hawaii
05

Office Locations

HONOLULU, Hawaii
6 advisors

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Data sourced from SEC Form ADV filings. LEE FINANCIAL GROUP HAWAII, INC. (CRD# 104781) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.