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PATHWORKS FINANCIAL, INC.
Investment Advice|NOVI, MI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$236.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 127.6M |
| Non-Discretionary | 109.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 138393 |
| SEC Number | 801-120476 |
| Street Address | 43155 MAIN STREET |
| Street Address 2 | SUITE 212 |
| Location | NOVI, MI 48375 |
| Country | United States |
| Phone | 248-946-4515 |
| Fax | 248-412-5263 |
| Total Employees | 7 |
| Business Types | insurance_broker |
Client Count by Type (555 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 515 |
| High Net Worth Individual… | 40 |
County data not available for this organization.