Overview
Assets Under Management: $132 million
Headquarters: HATTIESBURG, MS
High-Net-Worth Clients: 46
Average Client Assets: $2.4 million
Frequently Asked Questions
LEE-WAY FINANCIAL SERVICES, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113983), LEE-WAY FINANCIAL SERVICES, INC is subject to fiduciary duty under federal law.
LEE-WAY FINANCIAL SERVICES, INC is headquartered in HATTIESBURG, MS.
LEE-WAY FINANCIAL SERVICES, INC serves 46 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, LEE-WAY FINANCIAL SERVICES, INC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LEE-WAY FINANCIAL SERVICES, INC manages $132 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, LEE-WAY FINANCIAL SERVICES, INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.13%
Average Client Assets: $2.4 million
Total Client Accounts: 215
Discretionary Accounts: 215
Regulatory Filings
CRD Number: 113983
Filing ID: 2060688
Last Filing Date: 2026-03-05 09:28:23