Pathworks Financial, Inc.

Pathworks Financial, Inc. (CRD# 138393) is a financial advisory firm headquartered in Novi, MI. They manage $144,412,352 in 902 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    902
    ACCOUNTS
  • Average Account Value
    $160,102
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, KS, MI, NC

Financial Advisors at Pathworks Financial, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Bryan S. Smith
CRD#: 5037108
43155 Main Street, Suite 212, Novi, MI 48375

Bryan Smith (CRD# 5037108) is an Investment Advisor Representative working at Pathworks Financial, Inc. in Novi, MI and has over 6 years of experience in the finance industry.

2
Douglas S. Smith
CRD#: 1588505
43155 Main Street, Ste. 212, Novi, MI 48375

Douglas Smith (CRD# 1588505) is an Investment Advisor Representative working at Pathworks Financial, Inc. in Novi, MI and has over 37 years of experience in the finance industry.

3
Karrie N. Maier
CRD#: 7533510
43155 Main Street, Suite 212, Novi, MI 48375

Karrie Maier (CRD# 7533510) is an Investment Advisor Representative working at Pathworks Financial, Inc. in Novi, MI and has 1 year of experience in the finance industry.

4
David R. Mercier
CRD#: 1212766
43155 Main Street, Suite 212, Novi, MI 48375

David Mercier (CRD# 1212766) is an Investment Advisor Representative working at Pathworks Financial, Inc. in Novi, MI and has over 36 years of experience in the finance industry.

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