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Building 2PATHWORKS FINANCIAL, INC.

Map pinNOVI, MI
Phone248-946-4515
NotebookSEC #801-120476
Total AUM
$279.3M
Employees
8
Clients
412

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
43155 MAIN STREET
SUITE 212
NOVI
MI 48375
United States
Operating Hours
9:00 AM - 4:30 PM
Monday - Friday
Phone
248-946-4515
Other Offices
1

ReceiptFinancials

Total AUM
$279.3M
Accounts
1,034
Discretionary
$187.6M
Accounts
823
Non-Discretionary
$91.6M
Accounts
211

ContactClients

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Individual Clients
362
AUM
$86.3M
HNW Individual Clients
48
AUM
$186.9M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M
Corporation or Business Clients
1
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSMITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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