Lee Financial Group:
A Hawaii Based Investment Management Firm

Recently Released!!!
Date Published: November 21, 2013
Summary Power Point Deck: 10 Slides
Reference Power Point Deck: 18 Slides

Lee Financial Group was founded by Terry Lee in 1988 and is based in Honolulu, Hawaii. Lee Financial Group has twelve employees is led by its CEO Terry Lee. Lee Financial Group's web site can be found at www.leehawaii.com.

Lee Financial Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the firm, including its number of employees, institutional clients, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Business One
  • Business Two
And its profile concludes with the highlights of its organizational structure & ownership.
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.
Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Tiburon Research Orders
Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.