A complete list of active advisors currently associated with Pathway Financial Services, LLC
Warmer can help you find a great advisor at Pathway Financial Services, LLC or one who fits your needs even better.
The firm provides asset management, financial planning, and consulting to individuals and families and also works with trusts, estates, charitable organizations, pension and profit‑sharing plans, and business entities. Services include tailored portfolio construction using exchange‑traded funds, mutual funds and other public and private securities, with clients able to place reasonable restrictions on holdings. The firm emphasizes continuous account supervision and a long‑term buy‑and‑hold approach informed by cyclical and fundamental analysis, and it generally maintains cash in money market funds, CDs, high‑grade commercial paper or government debt for liquidity and fee payment. It may engage independent money managers to implement portfolios and offers hourly or flat‑fee planning that covers retirement, estate, tax, charitable and corporate planning matters. Noteworthy for a small independent adviser, the brochure shows the firm serves a mix that extends beyond retail individuals to include institutional and organizational clients such as pension plans, charitable organizations and corporate entities, and it reports an institutional custody/clearing relationship that provides non‑soft‑dollar research and operational benefits. The brochure also discloses legal disciplinary events for the firm’s owner and reports managing roughly $59 million in client assets.
To learn more about the advisors currently working at Pathway Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 17
|
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