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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pathworks Financial Inc
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| CRD # | 138393 |
| SEC # | 801-120476 |
| CIK # | |
| AUM | $236.9 M (2025-03-26) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 248-946-4515 |
| Address | 43155 Main Street Novi, MI 48375 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 515 | 102.7 |
| (b) Individuals (high net worth individuals) | 40 | 128.5 |
| (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 | 2.1 |
| (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 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,086 | 236.9 |
| By Discretionary | ||
| Discretionary | 663 | 127.6 |
| Non-Discretionary | 423 | 109.3 |
| Total | 1,086 | 236.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 236.9 | |
| Total | 1,086 | 236.9 |
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|---|---|---|
|
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NE | 0.2 |
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Washburn Capital Management Inc
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Riverplace Capital Management Inc
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Crossgate Wealth Advisors LLC
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|
Northeastern Star Asset Management Inc
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Penney Financial LLC
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TX | 0.2 |
|
Pandora Wealth Inc
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IL | 0.2 |
|
TPG Advisors LLC
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IL | 0.2 |