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Building 2PATHWAY PARTNERS WEALTH ADVISORS, LLC

Map pinAMHERST, NY
Phone716-929-6010
NotebookSEC #801-130336
Total AUM
$78.9M
Employees
8
Clients
367

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 CORPORATE PARKWAY
SUITE 136
AMHERST
NY 14226
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
716-929-6010
Other Offices
1

ReceiptFinancials

Total AUM
$78.9M
Accounts
635
Discretionary
$78.9M
Accounts
635
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
308
AUM
$37.4M
HNW Individual Clients
59
AUM
$41.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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