LEE FINANCIAL GROUP HAWAII, INC.
CRD #104781 SEC #801-33016 HONOLULU, HI 808-988-8088
SEC Registered
Total AUM
$334.6M
Discretionary
$334.6M
Employees
10
Clients
--
Accounts
1,329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $226.3M | $226.3M | $0 | 10 | 0 |
| Jan 2024 | $334.6M | $334.6M | $0 | 10 | 0 |
| Oct 2023 | $334.6M | $334.6M | $0 | 10 | 0 |
| Mar 2023 | $334.6M | $334.6M | $0 | 10 | 0 |
| Mar 2022 | $392.9M | $392.9M | $0 | 9 | 0 |
| Mar 2021 | $379M | $379M | $0 | 10 | 0 |
| Nov 2020 | $368.5M | $368.5M | $0 | 10 | 0 |
| Jun 2020 | $368.5M | $368.5M | $0 | 10 | 0 |
| Jun 2020 | $368.5M | $368.5M | $0 | 10 | 0 |
| Mar 2020 | $368.5M | $368.5M | $0 | 10 | 0 |
| Jul 2019 | $347.2M | $347.2M | $0 | 10 | 0 |
| Mar 2019 | $330.6M | $330.6M | $0 | 11 | 0 |
| Jan 2019 | $329.7M | $329.7M | $0 | 10 | 0 |
| Mar 2018 | $329.7M | $329.7M | $0 | 10 | 0 |
| Mar 2017 | $300.8M | $300.8M | $0 | 10 | 600 |
| Sep 2016 | $320.8M | $320.8M | $0 | 10 | 700 |
| Mar 2016 | $320.8M | $320.8M | $0 | 10 | 700 |
| Jun 2015 | $346M | $346M | $14.4K | 12 | 800 |
| Mar 2015 | $346M | $346M | $14.4K | 12 | 800 |
| Oct 2014 | $372.4M | $372.2M | $181.1K | 9 | 800 |
| Jun 2014 | $372.4M | $372.2M | $181.1K | 9 | 800 |
| Apr 2014 | $372.4M | $372.2M | $181.1K | 9 | 800 |
| Mar 2014 | $372.4M | $372.2M | $181.1K | 9 | 800 |
| Jan 2014 | $367.4M | $367.3M | $100.9K | 10 | 700 |
| Nov 2013 | $367.4M | $367.3M | $100.9K | 10 | 700 |
| Jul 2013 | $367.4M | $367.3M | $100.9K | 10 | 700 |
| Mar 2013 | $367.4M | $367.3M | $100.9K | 12 | 700 |
| Feb 2013 | $350.3M | $349.3M | $978.2K | 11 | 700 |
| Mar 2012 | $350.3M | $349.3M | $978.2K | 11 | 700 |
| Dec 2011 | $354.2M | $354.2M | $0 | 11 | 500 |
| Jul 2011 | $354.2M | $354.2M | $0 | -- | -- |
| Jul 2011 | $354.2M | $354.2M | $0 | -- | -- |
| May 2011 | $354.2M | $354.2M | $0 | -- | -- |
| Mar 2011 | $354.2M | $354.2M | $0 | -- | -- |
| Mar 2009 | $310.3M | $310.3M | $0 | -- | -- |
| Jan 2008 | $367.9M | $367.9M | $0 | -- | -- |
| Dec 2007 | $367.9M | $367.9M | $0 | -- | -- |
| May 2007 | $329.9M | $329.9M | $0 | -- | -- |
| Jan 2007 | $329.9M | $329.9M | $0 | -- | -- |
| Dec 2006 | $329.9M | $329.9M | $0 | -- | -- |
| Nov 2006 | $292.5M | $292.5M | $0 | -- | -- |
| Mar 2006 | $292.5M | $292.5M | $0 | -- | -- |
| Jan 2006 | $292.5M | $292.5M | $0 | -- | -- |
| Jan 2006 | $292.5M | $292.5M | $0 | -- | -- |
| Nov 2005 | $292.5M | $292.5M | $0 | -- | -- |
| Jan 2005 | $235M | $235M | $0 | -- | -- |
| Jun 2004 | $183.7M | $183.7M | $0 | -- | -- |
| Nov 2003 | $183.7M | $183.7M | $0 | 10 | -- |
| Nov 2001 | $133.6M | $133.6M | $0 | 10 | -- |
| Nov 2001 | $133.6M | $133.6M | $0 | 10 | -- |
DateMar 2024
Total AUM$226.3M
Discretionary$226.3M
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees10
Clients0
DateOct 2023
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$334.6M
Discretionary$334.6M
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$392.9M
Discretionary$392.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$379M
Discretionary$379M
Non-Disc.$0
Employees10
Clients0
DateNov 2020
Total AUM$368.5M
Discretionary$368.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$368.5M
Discretionary$368.5M
Non-Disc.$0
Employees10
Clients0
DateJun 2020
Total AUM$368.5M
Discretionary$368.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$368.5M
Discretionary$368.5M
Non-Disc.$0
Employees10
Clients0
DateJul 2019
Total AUM$347.2M
Discretionary$347.2M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$330.6M
Discretionary$330.6M
Non-Disc.$0
Employees11
Clients0
DateJan 2019
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$329.7M
Discretionary$329.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees10
Clients600
DateSep 2016
Total AUM$320.8M
Discretionary$320.8M
Non-Disc.$0
Employees10
Clients700
DateMar 2016
Total AUM$320.8M
Discretionary$320.8M
Non-Disc.$0
Employees10
Clients700
DateJun 2015
Total AUM$346M
Discretionary$346M
Non-Disc.$14.4K
Employees12
Clients800
DateMar 2015
Total AUM$346M
Discretionary$346M
Non-Disc.$14.4K
Employees12
Clients800
DateOct 2014
Total AUM$372.4M
Discretionary$372.2M
Non-Disc.$181.1K
Employees9
Clients800
DateJun 2014
Total AUM$372.4M
Discretionary$372.2M
Non-Disc.$181.1K
Employees9
Clients800
DateApr 2014
Total AUM$372.4M
Discretionary$372.2M
Non-Disc.$181.1K
Employees9
Clients800
DateMar 2014
Total AUM$372.4M
Discretionary$372.2M
Non-Disc.$181.1K
Employees9
Clients800
DateJan 2014
Total AUM$367.4M
Discretionary$367.3M
Non-Disc.$100.9K
Employees10
Clients700
DateNov 2013
Total AUM$367.4M
Discretionary$367.3M
Non-Disc.$100.9K
Employees10
Clients700
DateJul 2013
Total AUM$367.4M
Discretionary$367.3M
Non-Disc.$100.9K
Employees10
Clients700
DateMar 2013
Total AUM$367.4M
Discretionary$367.3M
Non-Disc.$100.9K
Employees12
Clients700
DateFeb 2013
Total AUM$350.3M
Discretionary$349.3M
Non-Disc.$978.2K
Employees11
Clients700
DateMar 2012
Total AUM$350.3M
Discretionary$349.3M
Non-Disc.$978.2K
Employees11
Clients700
DateDec 2011
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees11
Clients500
DateJul 2011
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees--
Clients--
DateMay 2011
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$354.2M
Discretionary$354.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2009
Total AUM$310.3M
Discretionary$310.3M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$367.9M
Discretionary$367.9M
Non-Disc.$0
Employees--
Clients--
DateDec 2007
Total AUM$367.9M
Discretionary$367.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees--
Clients--
DateJan 2007
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$329.9M
Discretionary$329.9M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees--
Clients--
DateJan 2006
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees--
Clients--
DateNov 2005
Total AUM$292.5M
Discretionary$292.5M
Non-Disc.$0
Employees--
Clients--
DateJan 2005
Total AUM$235M
Discretionary$235M
Non-Disc.$0
Employees--
Clients--
DateJun 2004
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees--
Clients--
DateNov 2003
Total AUM$183.7M
Discretionary$183.7M
Non-Disc.$0
Employees10
Clients--
DateNov 2001
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees10
Clients--
DateNov 2001
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees10
Clients--