Pathway Financial Planning
Pathway Financial Planning (CRD# 159416) is a financial advisory firm headquartered in Novi, MI. They manage $21,201,486 in 91 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management21MILLION
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Total Number of Accounts91ACCOUNTS
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Average Account Value$232,983
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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.
MI
Financial Advisors at Pathway Financial Planning
1
Greg Brown is a Fee-only financial advisor who helps working professionals gain total control of their money and build wealth smarter.
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