FRIER PLANNING CONCEPTS, INC.
Legal name: PATHWAY ADVISORS GROUP
CRD #290221 SEC #801-112002 COLORADO SPRINGS, CO (719) 260-1184
SEC Registered
Total AUM
$79.8M
Discretionary
$77.7M
Employees
1
Clients
0
Accounts
295
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 14, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| FRIER, WILLIAM, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 14, 2018 REGISTERED
Notice Filings (3)
AL CO FL
Address
5025 BOARDWALK DRIVESUITE 200
COLORADO SPRINGS, CO 80919
United States
Phone: (719) 260-1184