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Home > Retirement Planners > california > fresno > PATHWAYS ADVISORY GROUP, INC.
PATHWAYS ADVISORY GROUP, INC.
684 West Cromwell Avenue
Suite 103
Fresno, California 93711
Tel: 559-431-4700
About PATHWAYS ADVISORY GROUP, INC.
PATHWAYS ADVISORY GROUP, INC, formally registered with the SEC as PATHWAYS ADVISORY GROUP, INC. The firm was established in 06/08/2007. They have over 1 offices throughout the country.
PATHWAYS ADVISORY GROUP, INC. is a Fresno, California based Financial Planning firm with nearly $275,690,147 assets under management, offering retirement planning & investment advisory services to 929 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143817 |
| SEC# | 801-67921 |
| Assets Managed by Firm | $275,690,147 |
| No. of Clients | 929 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 929 | $275,690,147 |
| Individuals (other than high net worth individuals) | 94 | $45,446,870 |
| High net worth individuals | 87 | $230,243,277 |
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