Pathways Financial Partners,Inc. (Tucson)

Name: Pathways Financial Partners,Inc.
Address: 4703 E. Camp Lowell, Tucson, AZ, 85712
Telephone: 520-299-5875

Pathways Financial Partners,Inc. is an adviser based in Tucson. It manages $55.44 million of regulatory assets for 95 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Arizona and Texas.

Pathways Financial Partners provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pathways Financial Partners: assets under management

The assets under management (AUM) of Pathways Financial Partners,Inc. is $55.44 million. The firm's AUM has gone down by -71% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $48.39 million in discretionary accounts and $7.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $604.91 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $469.82 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pathways Financial Partners,Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pathways Financial Partners,Inc.

Brian Michael Murphy has been acting as President since 1 Jun 1998. Christina L Boyd joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brian Michael Murphy	President	1 Jun 1998	75% - 100%	1396154
Deirdre Marie Kochanski	Vice president	1 Jun 1998	Other	1953073
Christina L Boyd	Chief compliance officer	1 Mar 2011	Other	5396694

Based in Tucson

The principal office where Pathways Financial Partners,Inc. performs its advisory services is located at 4703 E. Camp Lowell, Tucson, AZ 85712, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 520-299-5875 or by fax 520-299-5546. The normal business hours are 8:00 am to 4:00 pm and 8 am to 3 pm on friday on Monday - Friday. You can find more information about the New York firm at www.2pathways.com.