Overview
Assets Under Management: $237 million
Headquarters: NOVI, MI
High-Net-Worth Clients: 40
Average Client Assets: $3 million
Frequently Asked Questions
PATHWORKS FINANCIAL, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #138393), PATHWORKS FINANCIAL, INC. is subject to fiduciary duty under federal law.
PATHWORKS FINANCIAL, INC. is headquartered in NOVI, MI.
PATHWORKS FINANCIAL, INC. serves 40 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, PATHWORKS FINANCIAL, INC. offers financial planning and portfolio management for individuals. View all service details ↓
PATHWORKS FINANCIAL, INC. manages $237 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, PATHWORKS FINANCIAL, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 40
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.24
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,086
Discretionary Accounts: 663
Non-Discretionary Accounts: 423
Regulatory Filings
CRD Number: 138393
Filing ID: 1968155
Last Filing Date: 2025-03-26 07:57:00
Website: https://pwfin.com