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MFWire: Hawaii Municipal Fund
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Lee Financial Group Hawaii, Inc.
3113 Olu Street
Honolulu, HI  96816
Google Maps

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

  • Background:
    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.
    Sponsored Opportunities

    Key People:
    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.
    Story Archive for Lee Financial Group Hawaii, Inc.
    Published On Story Headline Publication
    10/10/2016 Last Month a Four-Star Low Vol Fund Shut Down MFWire.com
    9/12/2016 Filings for Fundsters - September 12, 2016 MFWire.com
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
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