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PATHWAYS WEALTH MANAGEMENT, INC.
PATHWAYS WEALTH MANAGEMENT, INC.
1 registered advisor
·
CRD# 154125
SEC# 801-130750
0
937-552-9765
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Fee-Only Advisory
04
Advisors at PATHWAYS WEALTH MANAGEMENT, INC.
1 registered advisor
Andrea Meisel Clark
DAYTON, Ohio
CRD# 2294096
05
Office Locations
DAYTON, Ohio
1 advisor
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Data sourced from SEC Form ADV filings. PATHWAYS WEALTH MANAGEMENT, INC. (CRD# 154125) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.