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Building 2LEE-WAY FINANCIAL SERVICES, INC

Map pinHATTIESBURG, MS
Phone9179524262
NotebookSEC #801-135765
Total AUM
$132.1M
Employees
2
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1711 SOUTH 28TH AVENUE
HATTIESBURG
MS 39402
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
9179524262

ReceiptFinancials

Total AUM
$132.1M
Accounts
215
Discretionary
$132.1M
Accounts
215
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57
AUM
$17.5M
HNW Individual Clients
46
AUM
$108.5M
Charitable Organization Clients
4
AUM
$5.9M
Corporation or Business Clients
1
AUM
$200K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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