PATHWAY FINANCIAL SERVICES, LLC

PATHWAY FINANCIAL SERVICES, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 170424). Regulatory assets under management: $59.1M.

Registration

• CRD: 170424
• Type: Registered investment adviser
• Location: 13101 W. WASHINGTON BLVD, LOS ANGELES, CA, 90066
• Phone: 310-432-6067
• Latest filing: 2026-04-01
• Regulatory AUM: $59.1M
• Discretionary AUM: $53.9M
• Non-discretionary AUM: $5.2M
• Clients: 1
• Accounts: 288

Business model

Compensation: % of AUM, Hourly, Fixed.

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 170424 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search