Pathway Wealth Management, LLC
Pathway Wealth Management, LLC (CRD# 283774) is a financial advisory firm headquartered in Dallas, TX. They manage $55,047,936 in 68 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Pathway Wealth Management, LLC
By the Numbers
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Total Assets Under Management55MILLION
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Total Number of Accounts68ACCOUNTS
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Average Account Value$809,528
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Pathway Wealth Management, LLC
1
Roger Allen (CRD# 6624700) is an Investment Advisor Representative working at Pathway Wealth Management, LLC in Dallas, TX and has over 8 years of experience in the finance industry.
2
Douglas Hancock (CRD# 6637637) is an Investment Advisor Representative working at Pathway Wealth Management, LLC in Dallas, TX and has over 7 years of experience in the finance industry.
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