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).
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Total Assets Under Management144MILLION
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Total Number of Accounts902ACCOUNTS
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Average Account Value$160,102
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
FL, KS, MI, NC
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.
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.
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.
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.