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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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Contact Us
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Tax-Free Opportunity

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Our Company

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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

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News & Events

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Our Documents

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

HAWAII MUNICIPAL FUND

  • Hawaii Municipal Fund Prospectus
  • Hawaii Municipal Fund Application
  • Hawaii Municipal Fund Legal Entity Form
  • Hawaii Municipal Fund Trusted Contact Form
  • Hawaii Municipal Fund Transfer on Death Form
  • Statement of Additional Information
  • Cost Basis Information
  • Semi Annual Report 03/31/2022
  • Annual Report 09/30/2022
  • Top Ten Portfolio Holdings - 12/31/2022
  • Quarterly Schedule of Portfolio Holdings - 06/30/2022
  • Quarterly Schedule of Portfolio Holdings - 12/31/2021
  • Proxy voting record

FORMS

  • Automatic Investment Application (Use this form to authorize recurring investments.)

LEE FINANCIAL TACTICAL FUND

  • Tax Information

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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