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PATHWAYS ADVISORY GROUP, INC.
CRD 143817 · SEC 801-67921
684 WEST CROMWELL AVENUE, SUITE 103, FRESNO, CA, 93711, United States
Phone
559-431-4700
Fax
559-431-4701
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$388.5M
Discretionary AUM
$0
Team
10 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $68.6M |
| High net worth individuals | 99 | $319.9M |
States served
CA, OR
All web addresses on file
Official SEC filing: View on IAPD