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Building 2LIFEWAY FINANCIAL CORPORATION

Map pinPLANO, TX
Phone972-378-3677
NotebookSEC #801-61800
Total AUM
$358.7M
Employees
5
Clients
169

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE LEGACY TOWN CENTER
7160 DALLAS PARKWAY, SUITE 520
PLANO
TX 75024
United States
Operating Hours
9:00 A.M - 5:00 P.M.
Monday - Friday
Phone
972-378-3677

ReceiptFinancials

Total AUM
$358.7M
Accounts
491
Discretionary
$358.7M
Accounts
491
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
86
AUM
$37.8M
HNW Individual Clients
82
AUM
$313.5M
Charitable Organization Clients
1
AUM
$7.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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

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