Lee Financial Group Hawaii Inc

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Assets, Funds, Holdings

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Lee Financial Group Hawaii Inc
CRD #104781
SEC #801-33016
CIK #0000837980
AUM$347.2 MM
Employees10
Phone808-988-8088
Address3113 Olu Street
Honolulu, HI 96816-1425
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
USMV 15.7
VXUS 13.1
ITA 5.8
LOW 80,620.0 5.5
VLO 34,860.0 4.7
BIV 3.7
BAC 279,520.0 3.5
RTN 51,410.0 3.4
MAR 40,850.0 3.3
COST 101,060.0 3.2
View All
Holdings by Sector ($BB)