# LEE FINANCIAL GROUP HAWAII, INC.

LEE FINANCIAL GROUP HAWAII, INC. of HONOLULU, HI is an SEC-registered investment adviser.

## Registration

- CRD: 104781
- Type: SEC-registered investment adviser
- SEC file number: 801-33016
- Location: 3113 OLU STREET, HONOLULU, HI, 96816-1425
- Phone: 808-988-8088
- Latest filing: 2024-03-18
- Regulatory AUM: $226.3M
- Discretionary AUM: $226.3M
- Clients: 10
- Accounts: 1,247

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| LEE TERRENCE KWOCK HING | DIRECTOR, PRESIDENT AND CEO; DIRECTOR, PRESIDENT, SECRETARY AND CEO | — |
| MEYER CHARLOTTE AMIKO | DIRECTOR, EXECUTIVE VICE PRESIDENT, SECRETARY; DIRECTOR, VICE PRESIDENT AND ASST. TREASURER; DIRECTOR, VICE PRESIDENT AND SECRETARY (+2 more) | — |
| LEE LUGENE ENDO | DIRECTOR; DIRECTOR, VICE PRESIDENT AND SECRETARY | — |
| DAVANZO LOUIS FRANK | VICE PRESIDENT AND PORTFOLIO MANAGER | — |
| SIMPSON NORA BRIDGET | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND COMPLIANCE OFFICER; VICE PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER | — |
| LEE PATRICK PUI | SHAREHOLDER | — |
| LEE VIVIAN FONG | SHAREHOLDER | — |
| CHUN LUGENE JEAN MASAKO | DIRECTOR, VICE PRESIDENT AND SECRETARY | — |
| FOLEY NORA BRIDGET | EXECUTIVE VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, TREASURER AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/104781/brochure
- Similar advisers: https://search.stillhousedata.com/firm/104781/similar
- Related entities: https://search.stillhousedata.com/firm/104781/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/104781

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.