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Building 2PATHWAY ADVISORS GROUP

Map pinCOLORADO SPRINGS, CO
Phone(719) 260-1184
NotebookSEC #801-112002
Total AUM
$79.8M
Employees
1
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5025 BOARDWALK DRIVE
SUITE 200
COLORADO SPRINGS
CO 80919
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(719) 260-1184

ReceiptFinancials

Total AUM
$79.8M
Accounts
295
Discretionary
$77.7M
Accounts
268
Non-Discretionary
$2.1M
Accounts
27

ContactClients

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Individual Clients
295
AUM
$79.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCO

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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