3113 Olu Street
Honolulu, HI 96816
Google Maps
Contact
Main Phone: 808-988-8088
Web Site:
http://www.leehawaii.com/
Mutual Fund Brand(s)
Hawaii Municipal Fund
Research Links
SEC Fund Filings by CIK
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Background:
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Terry Lee founded his eponymous firm in 1988, and Lee Financial Group Hawaii launched its first mutual fund, the Hawaii Municipal Fund, that same year.
In 2011 Lee Financial Group Hawaii debuted the First Pacific Low Volatility Fund, and in 2014 the firm rebranded the First Pacific Funds as the Lee Financial Funds. The firm shut down that mutual fund (rebranded as the Lee Financial Tactical Fund) in 2016.
In addition to mutual funds, Lee Financial Group Hawaii also provides wealth management services to individual investors and works with trusts.
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Sponsored Opportunities
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Key People:
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Terry Lee
President, CEO, Lee Financial Group | Charlotte Meyer
Assistant Treasurer, Vice President, Lee Financial Group | Lugene Lee
Secretary and Vice President, Lee Financial Group | Nora Foley
VP, Chief Compliance Officer, Chief Financial Officer, Treasurer, Lee Financial Group Hawaii, Inc. |
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