|
⚲
|
| Lee Financial Group Hawaii Inc
✚
| |
|---|---|
| CRD # | 104781 |
| SEC # | 801-33016 |
| CIK # | 0000837980 |
| AUM | $226.3 MM (2024-03-18) |
| Employees | 10 (70% Investors, 100% Brokers) |
| Phone | 808-988-8088 |
| Address | 3113 Olu Street Honolulu, HI 96816-1425 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 590 | 118.5 |
| (b) Individuals (high net worth individuals) | 33 | 65.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 142.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 7.1 |
| (n) Other | 0 | 1.4 |
| Total | 1,329 | 334.6 |
| By Discretionary | ||
| Discretionary | 1,329 | 334.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,329 | 334.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 334.6 | |
| Total | 1,329 | 334.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000837980] |
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|---|---|---|
|
Napa Wealth Management Incorporated
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|
CA | 0.2 |
|
Northern Capital Retirement Services Inc
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|
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|
Summit Capital Inc
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|
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|
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|
IL | 0.2 |
|
Live Oak Investment Partners LLC
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|
TX | 0.2 |