LEE-WAY FINANCIAL SERVICES, INC

LEE-WAY FINANCIAL SERVICES, INC of HATTIESBURG, MS is an SEC-registered investment adviser (CRD 113983). Regulatory assets under management: $132.1M.

Registration

• CRD: 113983
• SEC file number: 801-135765
• Type: Registered investment adviser
• Location: 1711 SOUTH 28TH AVENUE, HATTIESBURG, MS, 39402
• Phone: 9179524262
• Latest filing: 2026-03-05
• Regulatory AUM: $132.1M
• Discretionary AUM: $132.1M
• Clients: 2
• Accounts: 215

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113983 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search