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LEE-WAY FINANCIAL SERVICES, INC
CRD 113983 · SEC 801-135765
1711 SOUTH 28TH AVENUE, HATTIESBURG, MS, 39402, United States
Phone
9179524262
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.1M
Discretionary AUM
$132.1M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $17.5M |
| High net worth individuals | 46 | $108.5M |
| Charitable organizations | 4 | $5.9M |
| Corporations/business entities | 1 | $200K |
States served
LA, MS, TX
All web addresses on file
Official SEC filing: View on IAPD