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Lifeway Financial Corporation

● SEC registered since 2003CRD 114276SEC# 801-61800Plano, TX
Export (members)
Reg. AUM
$338.9M
Employees
6
Accounts
476
Location
Plano, TX

Lifeway Financial Corporation assets under management

Lifeway Financial Corporation is an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2003. It reports $338.9 million in regulatory assets under management and employs 6 people.
www.lifewayfinancial.comView on SEC.gov ↗

Lifeway Financial Corporation owners & executives

2 reported
NameTitleOwnershipSince
Gerrond Dallas McKee ControlVice President/Treasurer25-50%2022
Trey Houston Touchstone ControlPresident/Secretary/Chief Compliance Officer50-75%2022

Frequently asked questions

How much does Lifeway Financial Corporation manage?

Lifeway Financial Corporation reports $338.9 million in regulatory assets under management on its Form ADV.

How many employees does Lifeway Financial Corporation have?

Lifeway Financial Corporation reports 6 employees.

Where is Lifeway Financial Corporation located?

Lifeway Financial Corporation is based in Plano, TX and has been SEC-registered since 2003.

Does Lifeway Financial Corporation disclose fund performance?

Lifeway Financial Corporation is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Legacy Town Center, 7160 Dallas Parkway, Suite 520, Plano, TX 75024
Phone972-378-3677
Fax972-378-4988
Office hours9:00 A.M - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$338.9M
Non-discretionary$0
Total (RAUM)$338.9M