RIA Intelligence

PATHWAYS ADVISORY GROUP, INC.

CRD #143817 SEC #801-67921 FRESNO, CA 559-431-4700
SEC Registered
Total AUM
$275.7M
Discretionary
$0
Employees
9
Clients
101
Accounts
929

AUM Over Time

DateJun 2025
Total AUM$275.7M
Discretionary$0
Non-Disc.$275.7M
Employees9
Clients0
DateFeb 2025
Total AUM$275.7M
Discretionary$0
Non-Disc.$275.7M
Employees9
Clients0
DateMar 2024
Total AUM$258.4M
Discretionary$0
Non-Disc.$258.4M
Employees10
Clients0
DateOct 2023
Total AUM$224.6M
Discretionary$0
Non-Disc.$224.6M
Employees10
Clients0
DateSep 2023
Total AUM$224.6M
Discretionary$0
Non-Disc.$224.6M
Employees10
Clients0
DateAug 2023
Total AUM$224.6M
Discretionary$0
Non-Disc.$224.6M
Employees10
Clients0
DateAug 2023
Total AUM$224.6M
Discretionary$0
Non-Disc.$224.6M
Employees10
Clients0
DateMar 2023
Total AUM$224.6M
Discretionary$0
Non-Disc.$224.6M
Employees11
Clients0
DateSep 2022
Total AUM$246.3M
Discretionary$0
Non-Disc.$246.3M
Employees10
Clients1
DateMar 2022
Total AUM$246.3M
Discretionary$0
Non-Disc.$246.3M
Employees10
Clients1
DateJun 2021
Total AUM$203.2M
Discretionary$0
Non-Disc.$203.2M
Employees9
Clients1
DateMar 2021
Total AUM$203.2M
Discretionary$0
Non-Disc.$203.2M
Employees8
Clients1
DateJun 2020
Total AUM$192.8M
Discretionary$0
Non-Disc.$192.8M
Employees9
Clients0
DateMar 2020
Total AUM$192.8M
Discretionary$0
Non-Disc.$192.8M
Employees9
Clients0
DateMar 2019
Total AUM$162.7M
Discretionary$0
Non-Disc.$162.7M
Employees9
Clients1
DateNov 2018
Total AUM$165.2M
Discretionary$0
Non-Disc.$165.2M
Employees9
Clients1
DateMar 2018
Total AUM$165.2M
Discretionary$0
Non-Disc.$165.2M
Employees9
Clients1
DateMar 2017
Total AUM$138.1M
Discretionary$0
Non-Disc.$138.1M
Employees8
Clients100
DateMar 2016
Total AUM$122M
Discretionary$0
Non-Disc.$122M
Employees8
Clients100
DateMar 2015
Total AUM$123.3M
Discretionary$0
Non-Disc.$123.3M
Employees8
Clients100
DateMar 2014
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees8
Clients100
DateMar 2013
Total AUM$101.8M
Discretionary$0
Non-Disc.$101.8M
Employees8
Clients130
DateMar 2012
Total AUM$93.1M
Discretionary$0
Non-Disc.$93.1M
Employees6
Clients120
DateMar 2011
Total AUM$87.9M
Discretionary$0
Non-Disc.$87.9M
Employees10
Clients--
DateMar 2009
Total AUM$59.2M
Discretionary$0
Non-Disc.$59.2M
Employees10
Clients--
DateMar 2008
Total AUM$91.9M
Discretionary$0
Non-Disc.$91.9M
Employees10
Clients--
DateOct 2007
Total AUM$70.7M
Discretionary$0
Non-Disc.$70.7M
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--