LIFEWAY FINANCIAL CORPORATION

RIASEC RegisteredEst. 2003

Total AUM

$359M

Discretionary

$359M

100% of AUM

Avg account

$731K

Accounts

491

Employees

Advisory reps

Firm details

Headquarters: Plano, Texas
CRD number: 114276
Registered since: February 20, 2003
Website: lifewayfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI87.4%
Individuals10.53%
Charitable Organizations2.07%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Lifeway Financial Corporation is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm has been registered since 2003 and focuses on serving individual and family clients rather than institutional mandates. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it charges clients via a combination of AUM-based fees and fixed fees. Lifeway identifies as neither a multi-state adviser nor a capital allocator, and it does not position itself as an ESG-focused or pension-consulting practice.