Lifeway Financial Corporation

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Lifeway Financial Corporation — overview

Assets Under Management

Type

Wealth Manager

Location

Plano, TX, US

Alternative Asset Classes

-

About

Lifeway Financial Corporation is a US-based wealth manager and registered investment advisor. It provides advisory services to its clients on a discretionary basis. The services it offers include investment management, financial planning, risk management, tax planning, estate planning, and retirement planning services. It provides advisory services to individuals and high-net-worth individuals.

Lifeway Financial Corporation - known decision makers (4)

Contact NamePositionLocationEmailTelephoneAsset Class
President, Director of Investment Management & Chief Compliance OfficerPlano, USGEN
FounderPlano, USGEN
Portfolio ManagerPlano, USGEN
Vice President & Director of Financial PlanningPlano, USGEN

Showing 4 of 4 known decision makers Lifeway Financial Corporation

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