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PATHWAY FINANCIAL PLANNING, INC.

CRD 173222

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780 PILOT HOUSE DRIVE, SUITE 100C, NEWPORT NEWS, VA, 23606, United States

Phone

757-595-4588

Fax

757-595-9122

Registration

— (—)

Source

State registered

Total AUM

$28.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; COMPENSATED AS A SOLICITOR FOR A THIRD PARTY INVESTMENT ADVISOR

Org form

Corporation

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals116$23.1M
High net worth individuals4$5.3M

All web addresses on file

Official SEC filing: View on IAPD