Pathways Wealth Management, Inc.
Pathways Wealth Management, Inc. (CRD# 154125) is a financial advisory firm headquartered in , . They manage $119,872,285 in 571 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Pathways Wealth Management, Inc.
By the Numbers
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Total Assets Under Management120MILLION
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Total Number of Accounts571ACCOUNTS
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Average Account Value$209,934
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OH, TX
Financial Advisors at Pathways Wealth Management, Inc.
1
Andrea Clark (CRD# 2294096) is an Investment Advisor Representative working at Pathways Wealth Management, Inc. in Troy, OH and has over 29 years of experience in the finance industry.
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