← Back to searchVisit website
LIFEWAY FINANCIAL CORPORATION
CRD 114276 · SEC 801-61800
ONE LEGACY TOWN CENTER, 7160 DALLAS PARKWAY, SUITE 520, PLANO, TX, 75024, United States
Phone
972-378-3677
Fax
972-378-4988
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$358.7M
Discretionary AUM
$358.7M
Team
5 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $37.8M |
| High net worth individuals | 82 | $313.5M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD