PATHWAY PLANNING INC

PATHWAY PLANNING INC of BROOKHAVEN, MS is an SEC-registered investment adviser (CRD 117051). Regulatory assets under management: $11.6M.

Registration

• CRD: 117051
• Type: Registered investment adviser
• Location: 123 SOUTH RAILROAD AVENUE, BROOKHAVEN, MS, 39601
• Phone: 601-833-2129
• Latest filing: 2026-04-06
• Regulatory AUM: $11.6M
• Discretionary AUM: $11.6M
• Clients: 2
• Accounts: 22

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117051 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search