Overview
Assets Under Management: $339 million
Headquarters: PLANO, TX
High-Net-Worth Clients: 80
Average Client Assets: $4 million
Frequently Asked Questions
LIFEWAY FINANCIAL CORPORATION 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 #114276), LIFEWAY FINANCIAL CORPORATION is subject to fiduciary duty under federal law.
LIFEWAY FINANCIAL CORPORATION is headquartered in PLANO, TX.
LIFEWAY FINANCIAL CORPORATION serves 80 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, LIFEWAY FINANCIAL CORPORATION offers financial planning and portfolio management for individuals. View all service details ↓
LIFEWAY FINANCIAL CORPORATION manages $339 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, LIFEWAY FINANCIAL CORPORATION serves high-net-worth individuals. View client details ↓
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