Overview
Assets Under Management: $339 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 80
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.97
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 476
Discretionary Accounts: 476
Regulatory Filings
CRD Number: 114276
Last Filing Date: 2025-02-19 00:00:00
Website: https://lifewayfinancial.com