Pathworks Financial, Inc.
Firm details
- Headquarters
- Novi, Michigan
- CRD number
- 138393
- Registered since
- March 10, 2021
- Website
- pathworksfinancial.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI66.92%
- Individuals30.89%
- Corporations / Businesses1.43%
- Pension & Profit Sharing Plans0.76%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pathworks Financial, Inc. is an independent registered investment adviser that registered with the SEC in 2021. The firm is individually owned and focuses on advising individuals and families through a mix of financial planning and portfolio management for individuals and small businesses. Its revenue model combines percentage-of-AUM and fixed-fee arrangements, and the firm also operates as an insurance broker and maintains a real estate broker affiliation. Pathworks does not self-identify as a capital allocator, does not pursue ESG investing, and is not presented as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Non-Exchange Traded Equities24%
- Public Funds/Mutual Funds3%
- Private Funds3%
- Cash & Cash Equivalents3%
Contacts
3 of 5
Robert Schmansky
Investment Advisor RepresentativeCRD 4530174
Bryan Smith
Investment Advisor RepresentativeCRD 5037108
Douglas Smith
PresidentCRD 1588505
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Novi, MI
Oakland
Location
Novi, MI
Headquartered in Novi, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 43155 Main St
- Time zone
- ET (UTC-5)
- Office locations
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