|
⚲
|
| Pathways Advisory Group Inc
✚
| |
|---|---|
| CRD # | 143817 |
| SEC # | 801-67921 |
| CIK # | |
| AUM | $258.4 MM (2024-03-01) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 559-431-4700 |
| Address | 684 West Cromwell Avenue Fresno, CA 93711 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 41.0 |
| (b) Individuals (high net worth individuals) | 88 | 217.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 914 | 258.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 914 | 258.4 |
| Total | 914 | 258.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.4 | |
| Total | 914 | 258.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Benchmark Investment Advisors LLC
✚
|
IL | 0.3 |
|
Attessa Capital LLC
✚
|
AZ | 0.3 |
|
Greenberg Financial Group
✚
|
AZ | 0.3 |
|
Dorval Corporation
✚
|
MN | 0.3 |
|
Omega Wealth Management LLC
✚
|
VA | 0.3 |
|
Sjbenen Advisory LLC
✚
|
NC | 0.3 |
|
Landmark Wealth Management LLC
✚
|
NY | 0.3 |
|
Rise Advisors LLC
✚
|
NY | 0.3 |
|
SWMG LLC
✚
|
TX | 0.2 |
|
Boulder Wealth Advisors LLC
✚
|
CO | 0.2 |