PATHWAY PARTNERS WEALTH ADVISORS, LLC
Tel: 716-929-6010 100 Corporate Parkway Suite 136 Amherst, New York 14226
About PATHWAY PARTNERS WEALTH ADVISORS, LLC
PATHWAY PARTNERS WEALTH ADVISORS, LLC is a Amherst, New York based financial advisory firm with nearly $58,027,060 in assets under management and provides investment advisory services for 409 clients. There are currently 8 financial advisors at the firm.
General Information
Firm CRD#:
323507
Firm SEC#:
801-130336
Assets Under Management:
$58,027,060
No. of Clients:
409
No. of Advisors:
8
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
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