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LIFEWAY FINANCIAL CORPORATION
One Legacy Town Center
7160 Dallas Parkway, Suite 520
Plano, Texas 75024
Tel: 972-378-3677
About LIFEWAY FINANCIAL CORPORATION
LIFEWAY FINANCIAL CORPORATION, formally registered with the SEC as LIFEWAY FINANCIAL CORPORATION. The firm was established in 02/20/2003. They have over 1 offices throughout the country.
LIFEWAY FINANCIAL CORPORATION is a Plano, Texas based Financial Planning firm with nearly $338,870,998 assets under management, offering retirement planning & investment advisory services to 476 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114276 |
| SEC# | 801-61800 |
| Assets Managed by Firm | $338,870,998 |
| No. of Clients | 476 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 476 | $338,870,998 |
| Individuals (other than high net worth individuals) | 88 | $33,939,907 |
| High net worth individuals | 80 | $298,103,374 |
| Charitable organizations | Fewer than 5 clients | $6,827,717 |
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