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

Contact Us
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Contact Us
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Tax-Free Opportunity

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Our Company

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Investments & Services

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News & Events

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Home

lee-financial-home

Tax-Free Opportunity

hawaii-municipal-fund

Our Company

lee hawaii 2019

Investments & Services

shutterstock_424140328 gpa kids_web

News & Events

terry-speaking

Our Disclosures

By downloading the files below, you have read and consented to the Electronic Delivery Agreement.

Hawaii Municipal Fund

  • Business Continuity Plan
  • Privacy Notice
  • Code of Ethics for Senior Financial Officers
  • Portfolio Holdings Disclosure Policy

Lee Financial Group Hawaii

  • Business Continuity Plan
  • Privacy Notice
  • Lee Financial Group ADV Part 2 Brochure
  • Lee Financial Group Form CRS
  • FINRA Rule 5270 – Prohibition on Front Running of Block Transactions

Terms and Conditions of Use

Hawaii Municipal Fund is a series of Lee Financial Mutual Fund, Inc.
Lee Financial Securities, Inc., member FINRA (www.finra.org), 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
Use of this site signifies that you accept our Terms and Conditions and Privacy Policy.
Check the background of this firm on FINRA's BrokerCheck.

• DOCUMENTS
• DISCLOSURES

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