Lee-Way Financial Services, Inc
● SEC registered since 2026CRD 113983SEC# 801-135765Hattiesburg, MS
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.
Lee-Way Financial Services, Inc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Friddle Edmonson Control | President, Cco | Over 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
| Address | 1711 South 28th Avenue, Hattiesburg, MS 39402 |
| Phone | 9179524262 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$132.1MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$132.1Mregulatory AUM
Discretionary $132.1M