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
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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
15.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
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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 | -- |
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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% |