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Pathways Financial Consulting LLC

Pathways Financial Consulting LLC. CRD 329375

Pathways Financial Consulting LLC logo

CRD: 329375

Pathways Financial Consulting LLC

Needham, MA
7812021701
www.pathwaysfinancialconsulting.com
$12.9M Total AUM
$12.9M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist · Truist Bank
Clients
Retail
Platforms
Summit vectorLegacy
Established Date
03-18-2024
Office Locations
1

Office Locations

-- Needham MA

About Pathways Financial Consulting LLC

Pathways Financial Consulting LLC is a Needham, MA boutique led by Paul Cloonan, CFP®, CFA®. The firm provides fee-only, commission-free wealth management and comprehensive planning, including investment management, cash-flow guidance, retirement and tax planning. It serves retirees/pre-retirees, small business owners, and families navigating caregiving or college funding. Notable: offers financial education and guidance for clients’ adult children for an additional fee.

Team overview

-- AVG AGE
$12.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Delta vector Element Capital prime

Client Personas

North Bridge north

Custodian

Frontier summit Oak glacier Delta insight Zenith beacon North

Investment Themes

Timber Glacier momentum Crest oak

Investment Vehicles

Element value Signal frontier

Services

Bridge Matrix optima Optima fusion Pioneer Delta Harbor Foundation catalyst Peak optima Timber Vertex Legacy north Fusion north

Technology

Focus Eagle

Owner & Executives

PAUL FRANCIS CLOONAN

PAUL FRANCIS CLOONAN

Chief Compliance Officer, PRINCIPAL

CRD
#2898046
Ownership
75% or more
(741) 588-3280
ember.zenith@vertexcapital.com
in linkedin.com/in/vertex-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,947,707 --
Non-Discretionary $0 --
Total $12,947,707 --

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Separately Managed Accounts

Total SMA Asset: $12,947,707

$12.9M Total SMA
Equity - Exchange:
28.1%
Public Funds:
14.4%
Cash:
22.0%
U.S. Government/Agency:
35.5%
Asset class Assets Assets %
Equity - Exchange $2,098,956,264 28.1%
Public Funds $1,075,621,716 14.4%
Cash $1,643,310,954 22.0%
U.S. Government/Agency $2,651,706,313 35.5%
Total $7,469,595,247 100.0%

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