Unclaimed Profile

Albert Michael Clerc

PATHWAY CAPITAL MANAGEMENT LLC·IRVINE, California

Clean recordPATHWAY CAPITAL MANAGEMENT LLC

2211 MICHELSON, IRVINE, CA 92612CRD# 2304400Firm CRD# 108016

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Albert Michael Clerc · IRVINE, CA

Registration

CRD #2304400 · PATHWAY CAPITAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Albert Michael Clerc is a registered financial advisor based in IRVINE, California, affiliated with PATHWAY CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PATHWAY CAPITAL MANAGEMENT, LP

AUM

$87.8B

Regulatory assets under management

Employees

235

Total firm employees

View all advisors at PATHWAY CAPITAL MANAGEMENT, LP →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2304400

Firm CRD# 108016

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Albert Michael Clerc offer?

Albert Michael Clerc specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in IRVINE, California for a consultation.

What are Albert Michael Clerc's credentials?

Albert Michael Clerc is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Albert Michael Clerc located?

Albert Michael Clerc is based in IRVINE, California, working with PATHWAY CAPITAL MANAGEMENT LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Albert Michael Clerc charge for services?

Albert Michael Clerc's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATHWAY CAPITAL MANAGEMENT LLC?

PATHWAY CAPITAL MANAGEMENT LLC has approximately 235 employees and manages $87.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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