LIFEWAY FINANCIAL CORPORATION
CRD #114276 SEC #801-61800 PLANO, TX 972-378-3677
SEC Registered
Total AUM
$338.9M
Discretionary
$338.9M
Employees
6
Clients
51
Accounts
476
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $338.9M | $338.9M | $0 | 6 | 0 |
| Feb 2024 | $296.8M | $296.8M | $0 | 6 | 0 |
| Mar 2023 | $262.6M | $262.6M | $0 | 5 | 0 |
| Sep 2022 | $271.4M | $271.4M | $0 | 5 | 0 |
| Sep 2022 | $271.4M | $271.4M | $0 | 5 | 0 |
| Apr 2022 | $271.4M | $271.4M | $0 | 5 | 0 |
| Feb 2022 | $271.4M | $271.4M | $0 | 5 | 0 |
| Mar 2021 | $239.1M | $239.1M | $0 | 5 | 0 |
| Mar 2021 | $239.1M | $239.1M | $0 | 5 | 0 |
| Jun 2020 | $214.3M | $214.3M | $0 | 6 | 0 |
| Mar 2020 | $214.3M | $214.3M | $0 | 6 | 0 |
| May 2019 | $182.2M | $182.2M | $0 | 4 | 0 |
| Mar 2019 | $182.2M | $182.2M | $0 | 4 | 0 |
| Mar 2018 | $188.2M | $188.2M | $0 | 4 | 21 |
| Mar 2017 | $160.5M | $160.5M | $0 | 3 | 26 |
| Dec 2016 | $143M | $143M | $0 | 3 | 26 |
| Dec 2016 | $143M | $143M | $0 | 3 | 26 |
| Apr 2016 | $143M | $143M | $0 | 3 | 26 |
| Apr 2016 | $143M | $143M | $0 | 3 | 26 |
| Mar 2016 | $143M | $143M | $0 | 3 | 26 |
| Jan 2016 | $145.1M | $142.2M | $3M | 3 | 26 |
| Mar 2015 | $145.1M | $142.2M | $3M | 3 | 26 |
| Mar 2014 | $113.9M | $113.9M | $0 | 4 | 26 |
| Mar 2013 | $103.8M | $103.8M | $0 | 5 | 26 |
| Mar 2012 | $95.5M | $95.5M | $0 | 1 | 26 |
| Feb 2007 | $73.7M | $73.7M | $0 | 5 | -- |
| Feb 2006 | $66.4M | $66.4M | $0 | 5 | -- |
DateFeb 2025
Total AUM$338.9M
Discretionary$338.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$296.8M
Discretionary$296.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$262.6M
Discretionary$262.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$271.4M
Discretionary$271.4M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$271.4M
Discretionary$271.4M
Non-Disc.$0
Employees5
Clients0
DateApr 2022
Total AUM$271.4M
Discretionary$271.4M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$271.4M
Discretionary$271.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$239.1M
Discretionary$239.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$239.1M
Discretionary$239.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$214.3M
Discretionary$214.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$188.2M
Discretionary$188.2M
Non-Disc.$0
Employees4
Clients21
DateMar 2017
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees3
Clients26
DateDec 2016
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees3
Clients26
DateDec 2016
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees3
Clients26
DateApr 2016
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees3
Clients26
DateApr 2016
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees3
Clients26
DateJan 2016
Total AUM$145.1M
Discretionary$142.2M
Non-Disc.$3M
Employees3
Clients26
DateMar 2015
Total AUM$145.1M
Discretionary$142.2M
Non-Disc.$3M
Employees3
Clients26
DateMar 2014
Total AUM$113.9M
Discretionary$113.9M
Non-Disc.$0
Employees4
Clients26
DateMar 2013
Total AUM$103.8M
Discretionary$103.8M
Non-Disc.$0
Employees5
Clients26
DateMar 2012
Total AUM$95.5M
Discretionary$95.5M
Non-Disc.$0
Employees1
Clients26
DateFeb 2007
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$66.4M
Discretionary$66.4M
Non-Disc.$0
Employees5
Clients--