$358.7M Total AUM
$358.7M Disc. AUM
11.0% 3Y CAGR
5 Employees
168 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-17-2000
- Office Locations
- 1
Office Locations
ONE Legacy Town Center 7160 Dallas Parkway, Suite 520 Plano TX
About Lifeway Financial Corporation
Lifeway Financial Corporation is a Plano, TX advisory firm focused on retirement-centered financial planning, investment strategy, insurance review, and estate planning. Portfolios are built around client risk tolerance, time horizon, and goals, with an emphasis on asset allocation and risk management. Custody includes Charles Schwab.
Team overview
38 AVG AGE
$179.3M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
13.1 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
Available
Services
Available
Technology
Available
Owner & Executives
TREY HOUSTON TOUCHSTONE
Chief Compliance Officer, Director, President, Secretary
- CRD
- #5833870
- Ownership
- 50% but less than 75%
Available
Available
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GERROND DALLAS MCKEE
TREASURER, Vice President
- CRD
- #5551947
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $358,676,107 | $730,501 |
| Non-Discretionary | $0 | -- |
| Total | $358,676,107 | $730,501 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Private Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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