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PATHWAY PLANNING INC
CRD 117051
123 SOUTH RAILROAD AVENUE, BROOKHAVEN, MS, 39601, United States
Phone
601-833-2129
Fax
NA
Registration
— (—)
Source
State registered
Total AUM
$11.6M
Discretionary AUM
$11.6M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $11.6M |
Official SEC filing: View on IAPD