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Lee-Way Financial Services, Inc

● SEC registered since 2026CRD 113983SEC# 801-135765Hattiesburg, MS
Export (members)
Reg. AUM
$132.1M
Employees
2
Accounts
215
Location
Hattiesburg, MS

Lee-Way Financial Services, Inc assets under management

Lee-Way Financial Services, Inc is a registered investment adviser overseen by the SEC based in Hattiesburg, MS. The firm has been registered since 2026. It reports $132.1 million in regulatory assets under management and employs 2 people.
leewayfinancial.comView on SEC.gov ↗

Lee-Way Financial Services, Inc owners & executives

1 reported
NameTitleOwnershipSince
Chad Friddle Edmonson ControlPresident, CcoOver 75%2015

Frequently asked questions

How much does Lee-Way Financial Services, Inc manage?

Lee-Way Financial Services, Inc reports $132.1 million in regulatory assets under management on its Form ADV.

How many employees does Lee-Way Financial Services, Inc have?

Lee-Way Financial Services, Inc reports 2 employees.

Where is Lee-Way Financial Services, Inc located?

Lee-Way Financial Services, Inc is based in Hattiesburg, MS and has been SEC-registered since 2026.

Does Lee-Way Financial Services, Inc disclose fund performance?

Lee-Way Financial Services, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1711 South 28th Avenue, Hattiesburg, MS 39402
Phone9179524262
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$132.1M
Non-discretionary$0
Total (RAUM)$132.1M