PATHWAYS ADVISORY GROUP, INC.
  • PATHWAYS ADVISORY GROUP, INC.

Adviser Profile

As of Date 04/22/2026
Registration SEC, Approved, 06/08/2007
ADV Location FRESNO, CA, United States
Contact Info 559 xxxxxxx
Websites
AUM* 388,476,260 50%
of that, discretionary 0
Number of Employees 10
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 383,491 36%
% High Net Worth 53.23% 11%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

388M 333M 277M 222M 166M 111M 55M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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