PATHWAY FINANCIAL PLANNING

PATHWAY FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 159416). Regulatory assets under management: $37.5M.

Registration

• CRD: 159416
• Type: Registered investment adviser
• Phone: 248-567-2160
• Latest filing: 2026-03-11
• Regulatory AUM: $37.5M
• Discretionary AUM: $34.1M
• Non-discretionary AUM: $3.4M
• Clients: 1
• Accounts: 96

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 159416 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search