P
CRD: 117051
Pathway Planning INC
Brookhaven, MS, 39601
6018332129
$11.6M Total AUM
$11.6M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
33 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-11-1992
- Office Locations
- 1
Office Locations
123 S. Railroad Ave. Brookhaven MS
About Pathway Planning INC
Pathway Planning INC is a Brookhaven-based RIA. The firm has been operating for 33 years. Managing $11.6M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$527.6K AVG AUM / CLIENT
15.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
Request access to benchmark trends tied to beacon.
See the complete signal summary connected to peak.
Upgrade to reveal position-level detail across peak horizon.
Open the full profile to inspect shifts in horizon atlas.
Unlock to see real insight on signal meridian.
Premium access reveals conviction themes in unison crest.
Open the full profile to inspect shifts in momentum element.
See the complete signal summary connected to wave pioneer.
Asset Classes
Atlas optima
Investment Vehicles
Timber
Services
Quantum fusion Unison Harbor vector
Owner & Executives
M
MICHAEL WAYNE LAND
President
- CRD
- #4472230
- Ownership
- 75% or more
(486) 400-8073
catalyst.capital@summitcapital.com
in linkedin.com/in/eagle-vector
Showing 1 of 1 owners & executives
Unlock allContacts
C
CARL JACKSON AYCOCK
--
- CRD
- #4856181
(346) 795-3860
focus.signal@timbercapital.com
in linkedin.com/in/capital-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,607,630 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,607,630 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $11,607,630
Equity - Exchange:
26.1% Cash:
32.7% Other:
41.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,067,290,894 | 26.1% |
| Cash | $1,337,180,546 | 32.7% |
| Other | $1,684,765,703 | 41.2% |
| Total | $4,089,237,143 | 100.0% |