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PATHWORKS FINANCIAL, INC.
PATHWORKS FINANCIAL, INC.
NOVI, Michigan
·
2 registered advisors
·
CRD# 138393
SEC# 801-120476
1
248-946-4515
01
Firm Overview
AUM
$144M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PATHWORKS FINANCIAL, INC.
2 registered advisors
Bryan Scott Smith
NOVI, Michigan
CRD# 5037108
Douglas Scott Smith
NOVI, Michigan
CRD# 1588505
05
Office Locations
NOVI, Michigan
2 advisors
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Data sourced from SEC Form ADV filings. PATHWORKS FINANCIAL, INC. (CRD# 138393) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.