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Lifeway Financial Corp.

Headquartered in PLANO, TX

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Firm Information

Lifeway Financial Corp. is an investment advisor based in PLANO, TX. The firm manages $338,870,998 in regulatory assets under management and serves individuals, including high-net-worth individuals, as well as charitable organizations. They provide financial planning and portfolio management services.

Lifeway Financial Corp.

ONE LEGACY TOWN CENTER

PLANO, TX 75024

$338.87M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

LIFEWAY FINANCIAL CORP. has a total of 1 branch locations across the country.
location

PLANO, TX

Advisors at Lifeway Financial Corp.

View All 2 Advisors
Unclaimed
Tyler Paul Teter

CFA®, RA

PLANO, TX

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Unclaimed
Gerrond Dallas McKee

CFP®, RA

PLANO, TX

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Unclaimed
Trey Houston Touchstone

CFA®, RA

PLANO, TX

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Disclosures

There are no public disclosures for Lifeway Financial Corp..

Frequently Asked Questions (5)

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