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Building 2PATHWAYS FINANCIAL PARTNERS,INC.

Map pinTUCSON, AZ
Phone520-299-5875
NotebookSEC #801-119413
Total AUM
$126.4M
Employees
6
Clients
236

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6450 N. SWAN ROAD, SUITE 100
TUCSON
AZ 85718
United States
Operating Hours
8:30 AM TO 4:30 PM AND 8 AM TO 3 PM ON FRIDAY
Monday - Friday
Phone
520-299-5875

ReceiptFinancials

Total AUM
$126.4M
Accounts
350
Discretionary
$126.4M
Accounts
350
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
167
AUM
$20.1M
HNW Individual Clients
54
AUM
$74.4M
Pension/Profit Sharing Plan Clients
12
AUM
$20.7M
Charitable Organization Clients
2
AUM
$7.8M
Government Entity Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADVISORY REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AZTX

HandshakeAffiliates

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

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