PATHWAYS ADVISORY GROUP, INC.

Overview

Pathways Advisory Group, Inc. is an independent registered investment adviser organized as a corporation and registered with the SEC since 2007. The firm is individually owned and focuses on serving individual and family clients. Its fee model combines a percentage-of-AUM charge with hourly billing. Primary advisory activities disclosed include financial planning, portfolio management for individuals and small businesses, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activity.

Assets & Accounts

Investments & Alternatives