Pathways Financial Consulting LLC

Overview

Pathways Financial Consulting LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, providing financial planning and portfolio management services for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with fixed fees. Pathways does not identify as an active ESG investor, does not serve as a capital allocator, and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices