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
http://www.pathwayswm.com
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    571
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, OH, TX

Financial Advisors at Pathways Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Andrea Clark, financial advisor Troy OH
Andrea M. Clark
CRD#: 2294096
Troy, OH

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.

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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