CRD: 170424
Pathway Financial Services, LLC
$59.1M Total AUM
$53.9M Disc. AUM
-- 3Y CAGR
1 Employees
231 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist · Pershing · SSG · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-28-2014
- Office Locations
- 1
Office Locations
13101 W. Washington Blvd Suite 241 LOS Angeles CA
About Pathway Financial Services, LLC
Pathway Financial Services, LLC is a Los Angeles-based, fee-only RIA providing personalized financial planning consultations and investment management for individuals and families, including retirement, home-purchase, and estate planning guidance. Portfolios emphasize asset allocation using ETFs and investment-grade and U.S. government bonds. Works with entrepreneurs; custody includes Pershing and Altruist.
Team overview
39 AVG AGE
$59.1M AVG AUM / ADVISOR
$255.7K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JENNIFER LYNN MULDER
Chief Compliance Officer, PRINCIPAL
- CRD
- #5583309
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,905,897 | -- |
| Non-Discretionary | $5,171,065 | -- |
| Total | $59,076,962 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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