LEE FINANCIAL GROUP HAWAII (LFG) is a Hawaii-based investment management firm established in 1988, by Terry Lee, President & CEO. LFG offers investment advisory services to a broad range of clients, including individuals, trusts, estates, businesses, charitable organizations, and a proprietary mutual fund. LFG has served as the investment manager for the Hawaii Municipal Fund* (SURFX) since its inception in 1988. The Hawaii Municipal Fund is a no-load municipal bond fund. LFG provides wealth management services, helping investors achieve long-term financial goals by selecting investment models and providing ongoing investment monitoring. Visit www.LeeHawaii.com for more information. *All offers for investment in the Hawaii Municipal Fund are made by prospectus. Some income may be subject to the federal alternative minimum tax for certain investors. Income may also be subject to capital gains taxes. BEFORE INVESTING, READ THE PROSPECTUS CAREFULLY. PLEASE CAREFULLY CONSIDER THE HAWAII MUNICIPAL FUND'S INVESTMENT OBJECTIVE, RISKS, AND CHARGES AND EXPENSES BEFORE INVESTING. THE PROSPECTUS CONTAINS THIS AND OTHER INFORMATION ABOUT THE FUND. CALL 808-988-8088 OR 800-354-9654 OR VISIT OUR WEBSITE WWW.LEEHAWAII.COM FOR A FREE PROSPECTUS. Hawaii Municipal Fund is a series of Lee Financial Mutual Fund, Inc. Lee Financial Securities, Inc., member FINRA, is the Distributor for Lee Financial Mutual Fund, Inc. Lee Financial Securities, Inc. is a wholly owned subsidiary of Lee Financial Group Hawaii, Inc., a registered investment adviser with the SEC.
View Top Employees from Lee Financial Group Hawaii, Inc.Website | http://www.leehawaii.com |
Revenue | $3 million |
Employees | 2 (1 on RocketReach) |
Founded | 1988 |
Address | 3113 Olu St, Honolulu, Hawaii 96816, US |
Phone | (808) 988-8088 |
Industry | Financial Services, Finance General, Finance |
Competitors | DCH Wealth Management, JBG Wealth Management, Kapstone Financial Advisors |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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The Lee Financial Group Hawaii, Inc. annual revenue was $3 million in 2024.
1 people are employed at Lee Financial Group Hawaii, Inc..
Lee Financial Group Hawaii, Inc. is based in Honolulu, Hawaii.
The NAICS codes for Lee Financial Group Hawaii, Inc. are [52393, 52, 5239, 523].
The SIC codes for Lee Financial Group Hawaii, Inc. are [62, 628].