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PATHWAY FINANCIAL SERVICES, LLC
CRD 170424
13101 W. WASHINGTON BLVD, SUITE 241, LOS ANGELES, CA, 90066, United States
Phone
310-432-6067
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$59.1M
Discretionary AUM
$53.9M
Team
1 total employees; 1 advisory reps; 39 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 191 | $58.8M |
| Charitable organizations | 1 | $303K |
All web addresses on file
Official SEC filing: View on IAPD