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PATHWAY FINANCIAL PLANNING, INC.
CRD 173222
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 116 | $23.1M |
| High net worth individuals | 4 | $5.3M |
All web addresses on file
Official SEC filing: View on IAPD