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PATHWISE

Tel: 925-939-5607
1211 Newell Ave
Suite 130
Walnut Creek, California  94596

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PATHWISE

PATHWISE is a Walnut Creek, California based financial advisory firm with nearly $203,550,807 in assets under management and provides investment advisory services for 421 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

174215

SEC#:

801-121506

No. of Clients:

421

Assets under Management

$203,550,807

No. of Advisors:

3

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