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
By the Numbers
-
Total Assets Under Management52MILLION
-
Total Number of Accounts287ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, ID, TX
Financial Advisors at Pathway Advisors, LLC
1
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 (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.
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