Lee Financial Group Hawaii Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Lee Financial Group Hawaii Inc
CRD #104781
SEC #801-33016
CIK #837980
AUM $347.2 MM (100% Disc, 100% US)
Employees10 (70% Investors, 100% Brokers)
Phone808-988-8088
Address3113 Olu Street
Honolulu, HI 96816-1425
Source IAPDexternal EDGARexternal Websiteexternal
Total AUM ($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 ($BB)
Comparable Firms State AUM ($BB)
Pasadena Private Wealth LLC
CA
0.3
Pinnacle Wealth Management Inc
OH
0.3
America First Investment Advisors LLC
NE
0.3
Manning & Napier Advisory Advantage Corp
NY
0.3
MELD Financial Inc
AL
0.3
Pennsylvania Capital Management Inc
PA
0.3
The Jentner Corporation
OH
0.3
Reutemann Financial Solutions Inc
MD
0.3
SFX Financial Advisory Management Enterprises Inc
DC
0.3
Capita Financial Network LLC
UT
0.3