Lee-Way Financial Services, INC: new SEC registration, $132M AUM, Hattiesburg, MS
Lee-Way Financial Services, INC (Hattiesburg, Mississippi): new SEC registration, $132M AUM, Hattiesburg, MS. Its amount of 132 is below the median of 134 (49th percentile). Dated 212 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 132 · 49th percentile of 1,149 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 4 related MS NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Lee-Way Financial Services, INC |
| Legal name | Lee-Way Financial Services, INC |
| CRD | 113983 |
| Status | Approved |
| Registered with the SEC | 2026-04-06 |
| Latest Form ADV filing | 2026-03-05 |
| Location | Hattiesburg, MS, United States |
| Regulatory AUM | $132,100,000 |
| Accounts | 215 |
| Employees | 2 |
| Website | HTTP://LEEWAYFINANCIAL.COM |
| amount percentile | 49th of 1,149 (median 134, 1.0x median) |
| Peer records CSV (5 MS records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-06
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Lee-Way Financial Services, INC and 5 Mississippi peers
- Mississippi NewRiaPulse records like this one: 5
- Lee-Way Financial Services, INC's amount: 49th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Mississippi peer: $1,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $132M under management.
- Website on file.
What is the NewRiaPulse record for Lee-Way Financial Services, INC in Hattiesburg, Mississippi?
Lee-Way Financial Services, INC received SEC registration as an investment adviser (2026-04-06) with $132,100,000 in regulatory assets under management, based in Hattiesburg, MS.
How does Lee-Way Financial Services, INC compare to other Mississippi NewRiaPulse records?
Its amount of 132 is below the median (49th percentile); smaller records often move faster and face less competition. It is 212 days old; check the official source for later updates before acting.
Lee-Way Financial Services, INC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Lee-Way Financial Services, INC | Hattiesburg, MS | 132 | 49th | 2026-04-06 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Mississippi NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.