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| Happy Holidays!! thanks for using AUM13F!! |
| Pathways Advisory Group Inc
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|---|---|
| CRD # | 143817 |
| SEC # | 801-67921 |
| CIK # | |
| AUM | $275.7 M (2025-06-10) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 559-431-4700 |
| Address | 684 West Cromwell Avenue Fresno, CA 93711 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 45.4 |
| (b) Individuals (high net worth individuals) | 87 | 230.2 |
| (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 | 929 | 275.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 929 | 275.7 |
| Total | 929 | 275.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.7 | |
| Total | 929 | 275.7 |
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|---|---|---|
|
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✚
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OH | 0.3 |
|
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FL | 0.3 |
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TX | 0.3 |
|
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|
Nelson Securities Inc
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|
Worth Asset Management LLC
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|
Maguire Investments LLC
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|
PA | 0.3 |
|
Compass Wealth Management LLC
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|
GA | 0.3 |
|
Capital Market Strategies LLC
✚
|
FL | 0.3 |
|
Vital Wealth Management LLC
✚
|
IL | 0.3 |