Pathway Advisors, LLC

Pathway Advisors, LLC (CRD# 306117) is a financial advisory firm headquartered in Fallbrook, CA. They manage $51,576,721 in 287 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1595 South Mission Road, Fallbrook, CA 92028
https://pathway-advisor.com/
By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    287
    ACCOUNTS
  • Average Account Value
    $179,710
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ID, TX

Financial Advisors at Pathway Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Virginia Leon, financial advisor Fallbrook CA
Virginia J. Leon
CRD#: 5473857
1595 South Mission Road, Fallbrook, CA 92028

Virginia Leon (CRD# 5473857) is an Investment Advisor Representative working at Pathway Advisors, LLC in Fallbrook, CA and has over 12 years of experience in the finance industry.

2
Jeffrey Wiyninger, financial advisor Fallbrook CA
Jeffrey R. Wiyninger
CRD#: 5458979
1595 South Mission Road, Fallbrook, CA 92028

Jeffrey Wiyninger (CRD# 5458979) is an Investment Advisor Representative working at Pathway Advisors, LLC in Fallbrook, CA and has over 15 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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