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Lee Financial Group Hawaii, Inc.
3113 Olu Street, Honolulu, HI 96816
Phone: (808) 988-8088
Toll free: (800) 354-9654

Our Company

Lee Financial Group Hawaii was founded in 1988. Our firm serves a broad range of clients, including individuals, trusts, estates, businesses, charitable organizations, and a proprietary mutual fund.

We specialize in the mutual fund marketplace and act as an investment manager for the Hawaii Municipal Fund (SURFX), a no-load municipal bond fund. SURFX seeks to provide a high level of current income exempt from federal and Hawaii state income taxes* consistent with preservation of capital and prudent investment management.

Lee Financial Group Hawaii also provides wealth management services. We work with investors to help them achieve their long-term investment goals by selecting investment models and providing ongoing investment monitoring.

*Some income may be subject to the federal alternative minimum tax for certain investors. Income may also be subject to capital gains taxes.

Hawaii Municipal Fund is a series of Lee Financial Mutual Fund, Inc.
Lee Financial Securities, Inc., member FINRA (, is the Distributor for Lee Financial Mutual Fund, Inc.
Lee Financial Securities, Inc. is a wholly owned subsidiary of Lee Financial Group Hawaii, Inc., a registered investment adviser with the SEC.

Lee Financial Group Hawaii, Inc. (c) 2015
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