PATHWAYS ADVISORY GROUP, INC.

FRESNO, California·4 registered advisors·CRD# 143817
SEC# 801-679210559-431-4700
01

Firm Overview

AUM
$258M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PATHWAYS ADVISORY GROUP, INC.

4 registered advisors
David Lee Williamson
FRESNO, California
Dustin Joseph Smith
FRESNO, California
Jeffrey Scott Karst
FRESNO, California
Nicole Leanne Swanson
FRESNO, California
05

Office Locations

FRESNO, California
4 advisors

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Data sourced from SEC Form ADV filings. PATHWAYS ADVISORY GROUP, INC. (CRD# 143817) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.