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| Lee-Way Financial Services Inc
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|
|---|---|
| CRD # | 113983 |
| SEC # | 801-135765 |
| CIK # | |
| AUM | $132.1 M (2026-03-05) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 917-952-4262 |
| Address | 1711 South 28th Avenue Hattiesburg, MS 39402 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 17.5 |
| (b) Individuals (high net worth individuals) | 46 | 108.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 215 | 132.1 |
| By Discretionary | ||
| Discretionary | 215 | 132.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 215 | 132.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 132.1 | |
| Total | 215 | 132.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stites Financial Consulting
✚
|
CA | 0.1 |
|
Jansen Wealth Management LLC
✚
|
WI | 0.1 |
|
Wealth EASE Wealth Management LLC
✚
|
MI | 0.1 |
|
Ramsey Hill Asset Management LLC
✚
|
0.1 | |
|
Tripletail Wealth Management LLC
✚
|
FL | 0.1 |
|
Canterbury Capital Wealth Management LLC
✚
|
AL | 0.1 |
|
PMV Capital Advisers LLC
✚
|
TX | 0.1 |
|
JGC Wealth Management LLC
✚
|
OR | 0.1 |
|
Blue Line Capital LLC
✚
|
IL | 0.1 |
|
Advisor Compliance Partners LLC
✚
|
HI | 0.1 |