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Home > Retirement Planners > michigan > novi > PATHWORKS FINANCIAL, INC.
PATHWORKS FINANCIAL, INC.
43155 Main Street
Suite 212
Novi, Michigan 48375
Tel: 248-946-4515
About PATHWORKS FINANCIAL, INC.
PATHWORKS FINANCIAL, INC, formally registered with the SEC as PATHWORKS FINANCIAL, INC. The firm was established in 03/10/2021. They have over 2 offices throughout the country.
PATHWORKS FINANCIAL, INC. is a Novi, Michigan based Financial Planning firm with nearly $236,868,620 assets under management, offering retirement planning & investment advisory services to 1086 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 138393 |
| SEC# | 801-120476 |
| Assets Managed by Firm | $236,868,620 |
| No. of Clients | 1086 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1086 | $236,868,620 |
| Individuals (other than high net worth individuals) | 515 | $102,671,365 |
| High net worth individuals | 40 | $128,488,817 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,126,854 |
| Corporations or other businesses | Fewer than 5 clients | $3,581,584 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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| $20,209,044,347 | 85 | 74 | |
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