Lee-Way Financial Services, Inc

Overview

Lee-Way Financial Services, Inc is an SEC registered investment adviser based in Hattiesburg, MS, registered since 1991. It reports $132M in assets under management across 215 accounts, with 2 employees. It has 1 investment adviser representatives.

Reported AUM

$132M

Discretionary

100%

Accounts

215

Average account

$614K

Employees

2

Advisory reps

1

Registered since

1991

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Chad Friddle Edmonson President, Chief Compliance Officer CRD 6473110

Advisory reps 1 of 1

• Chad Friddle Edmonson Investment Adviser Rep CRD 6473110

Location

Headquarters

1711 S 28th Ave
Hattiesburg, MS 39402

County

Forrest

Metro area

Hattiesburg, MS

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: leewayfinancial.com

Every state, with registration dates

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