Pathways Advisory Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fresno, CA. Its latest Form ADV filing, dated April 22, 2026, reports $388M in regulatory assets under management, 10 employees, and 1,013 accounts.
Assets Under Management
$388M
Employees
10
Offices
--
Total Clients
186
Primary office
FRESNO, CA
684 WEST CROMWELL AVENUE, SUITE 103, FRESNO, CA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.2% of total clients.
Top client categories% of clientsClients
1
HNWI
53.2%
99
2
Individuals
46.8%
87
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$388Mas of April 22, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$388M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$388M
Total Accounts1,013
10Y AUM Change+$250M (+181.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee19:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.