PATHWAYS FINANCIAL PARTNERS,INC.
CRD #127960 SEC #801-119413 TUCSON, AZ 520-299-5875
SEC Registered
Total AUM
$126.4M
Discretionary
$126.4M
Employees
6
Clients
1
Accounts
350
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2020 | $126.4M | $126.4M | $0 | 6 | 20 |
| Mar 2012 | $55.4M | $48.4M | $7M | 6 | 26 |
| Mar 2012 | $55M | $6.3M | $48.8M | 6 | 26 |
| Mar 2012 | $55M | $6.3M | $48.8M | 6 | 26 |
| Feb 2012 | $55.1M | $47.1M | $8M | 6 | 26 |
| Mar 2011 | $201.8M | $74.6M | $127.3M | 10 | -- |
| Mar 2009 | $121.6M | $36M | $85.6M | 5 | -- |
| Mar 2007 | $125.8M | $31.8M | $94M | 5 | -- |
| Mar 2006 | $19.3M | $19.3M | $0 | 5 | -- |
| Jan 2004 | $192.2M | $84.9M | $107.3M | 5 | -- |
DateAug 2020
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees6
Clients20
DateMar 2012
Total AUM$55.4M
Discretionary$48.4M
Non-Disc.$7M
Employees6
Clients26
DateMar 2012
Total AUM$55M
Discretionary$6.3M
Non-Disc.$48.8M
Employees6
Clients26
DateMar 2012
Total AUM$55M
Discretionary$6.3M
Non-Disc.$48.8M
Employees6
Clients26
DateFeb 2012
Total AUM$55.1M
Discretionary$47.1M
Non-Disc.$8M
Employees6
Clients26
DateMar 2011
Total AUM$201.8M
Discretionary$74.6M
Non-Disc.$127.3M
Employees10
Clients--
DateMar 2009
Total AUM$121.6M
Discretionary$36M
Non-Disc.$85.6M
Employees5
Clients--
DateMar 2007
Total AUM$125.8M
Discretionary$31.8M
Non-Disc.$94M
Employees5
Clients--
DateMar 2006
Total AUM$19.3M
Discretionary$19.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$192.2M
Discretionary$84.9M
Non-Disc.$107.3M
Employees5
Clients--