CRD: 173222
Pathway Financial Planning, Inc.
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- Custodian
- Altruist · Nationwide · SSG · Voya Financial
- Clients
- Retail
- Platforms
- Zenith horizonGlacier +more
- Established Date
- 11-12-2014
- Office Locations
- 1
Office Locations
About Pathway Financial Planning, Inc.
Pathway Financial Planning is an independent, fiduciary RIA in the Newport News/Tidewater, Virginia area led by CFP Oscar Nava Alvarez. The firm delivers affordable financial planning, money management, and estate planning, including second-opinion reviews, and acts as a “quarterback” coordinating with a client’s CPA, attorney, and other professionals. Client portfolios are implemented largely with ETFs. Unique: ties new-client growth to a backpack drive supporting Honduran students.
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
OSCAR NAVA ALVAREZ
Chief Compliance Officer, President, Wealth Manager
- CRD
- #2396863
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $28,339,533 | -- |
| Total | $28,339,533 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,339,533
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $738,486,488 | 35.5% |
| Cash | $1,341,757,139 | 64.5% |
| Total | $2,080,243,627 | 100.0% |