ROI PATHWAYS, LLC

ROI PATHWAYS, LLC is an SEC-registered investment adviser (CRD 147523). Regulatory assets under management: $15.9M.

Registration

• CRD: 147523
• SEC file number: 801-69326
• Type: Registered investment adviser
• Phone: 952-201-3398
• Latest filing: 2008-10-27
• Regulatory AUM: $15.9M
• Discretionary AUM: $15.7M
• Non-discretionary AUM: $188K
• Clients: 1
• Accounts: 14

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 147523 on SEC IAPD (source of record)
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