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Nicole Leanne Swanson

PATHWAYS ADVISORY GROUP, INC.·FRESNO, California
Unclaimed Profile
684 WEST CROMWELL AVENUE, FRESNO, CA 93711CRD# 7523959Firm CRD# 143817
01

About

Nicole Leanne Swanson is a registered financial advisor based in FRESNO, California, affiliated with PATHWAYS ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PATHWAYS ADVISORY GROUP, INC.
PATHWAYS ADVISORY GROUP, INC.
AUM
$258M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PATHWAYS ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7523959
Firm CRD# 143817
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicole Leanne Swanson offer?
Nicole Leanne Swanson specializes in Financial Planning, Investment Management. Contact their office in FRESNO, California for a consultation.
What are Nicole Leanne Swanson's credentials?
Nicole Leanne Swanson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicole Leanne Swanson located?
Nicole Leanne Swanson is based in FRESNO, California, working with PATHWAYS ADVISORY GROUP, INC.. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does Nicole Leanne Swanson charge for services?
Nicole Leanne Swanson's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PATHWAYS ADVISORY GROUP, INC.?
PATHWAYS ADVISORY GROUP, INC. has approximately 10 employees and manages $258M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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