Lee Financial Group Hawaii, Inc.

EST. AUM
$226,326,709

CONTACTS
2

CLIENT ACCOUNTS
1,247

Firm Details

Metro area Honolulu
CRD Number 104781
Website leehawaii.com
Client types

Overview

Lee Financial Group Hawaii’s wealth management practice is now part of The Retirement Planning Group. Hawaii based investment management firm offering services to individuals, trusts, estates, businesses, charitable organizations, and a proprietary mutual fund.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Lee Financial Group Hawaii, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

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