PATHWORKS FINANCIAL, INC.

NOVI, Michigan·2 registered advisors·CRD# 138393
SEC# 801-1204761248-946-4515
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 PlanningInvestment Management
04

Advisors at PATHWORKS FINANCIAL, INC.

2 registered advisors
Bryan Scott Smith
NOVI, Michigan
Douglas Scott Smith
NOVI, Michigan
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.