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Hawaii Municipal Fund Class Investor (SURFX)

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Hawaii Municipal Inv historical data, for real-time data please try another search

9.86 +0.01 +0.10%

01/12 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 123.18M

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SURFX Overview

On this page you'll find an in-depth profile of Hawaii Municipal Fund Class Investor. Learn about the key management, total assets, investment strategy and contact information of SURFX among other information.

Contact Information

Address LeeHawaii
,
United States

Phone -

Top Executives

Name	Title	Since	Until
Terrence K.H. Lee	CEO	2015	2023
Biography	Terrence K.H. Lee, lead member, portfolio manager, CEO and President of Lee Financial Group Hawaii Inc, which he founded in 1988, and serves as the Chief Investment Officer for the Investment Committee of Lee Financial Group.
Louis F. D'Avanzo	-	1991	2015
Biography	D'Avanzo is the portfolio manager of the Fund. He has managed the Hawaii Municipal Fund since August 1991. D'Avanzo has been with the company since July of 1989.

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