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PATHWORKS FINANCIAL, INC.

CRD 138393 · SEC 801-120476

Visit website

43155 MAIN STREET, SUITE 212, NOVI, MI, 48375, United States

Phone

248-946-4515

Fax

248-412-5263

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$279.3M

Discretionary AUM

$187.6M

Team

8 total employees; 5 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-01-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals362$86.3M
High net worth individuals48$186.9M

States served

KS, MI, NC, TX, FL

All web addresses on file

Official SEC filing: View on IAPD