Wealth Manager
    Manages Private Funds

    Lee-Way Financial Services, Inc

    Registered investment advisor · Hattiesburg, Mississippi · CRD #113983

    Assets Under Management
    $132M
    Client Accounts
    215
    Employees
    2
    CRD Number
    113983
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Lee-Way Financial Services, Inc

    Lee-Way Financial Services, Inc is a registered investment advisory firm headquartered in Hattiesburg, Mississippi, managing approximately $132M in regulatory assets across 215 client accounts. The firm's full regulatory record is filed with the SEC under CRD #113983.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Lee-Way Financial Services, Inc

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    Frequently Asked Questions

    What is Lee-Way Financial Services, Inc's AUM?

    Lee-Way Financial Services, Inc reports approximately $132M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Lee-Way Financial Services, Inc headquartered?

    Lee-Way Financial Services, Inc is headquartered in Hattiesburg, Mississippi.

    What is Lee-Way Financial Services, Inc's CRD number?

    Lee-Way Financial Services, Inc's CRD number is 113983. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Lee-Way Financial Services, Inc manage?

    Lee-Way Financial Services, Inc manages approximately 215 client accounts according to its latest SEC filing.

    Is Lee-Way Financial Services, Inc SEC registered?

    Lee-Way Financial Services, Inc is registered as a STATE investment adviser.

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