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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 $224,591,269 assets under management, offering retirement planning & investment advisory services to 979 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 143817 |
| SEC# | 801-67921 |
| Assets Managed by Firm | $224,591,269 |
| No. of Clients | 979 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 979 | $224,591,269 |
| Individuals (other than high net worth individuals) | 103 | $42,462,228 |
| High net worth individuals | 78 | $182,129,041 |
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