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Building 2LEE FINANCIAL GROUP HAWAII, INC.

Map pinHONOLULU, HI
Phone808-988-8088
NotebookSEC #801-33016
Total AUM
$226.3M
Employees
10
Clients
619

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3113 OLU STREET
HONOLULU
HI 96816-1425
United States
Operating Hours
8:00 AM - 4:00 PM
Monday - Friday
Phone
808-988-8088

ReceiptFinancials

Total AUM
$226.3M
Accounts
1,247
Discretionary
$226.3M
Accounts
1,247
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
555
AUM
$99.1M
HNW Individual Clients
56
AUM
$120.1M
Corporation or Business Clients
7
AUM
$5.6M
Other Clients
1
AUM
$1.6M
Description of Other Clients
UNION

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHILANVNYOHTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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