Investment adviser · CRD 158395
PATHWAY STRATEGIC ADVISORS
Investment adviser filing (IA)
HANSON MCCLAIN STRATEGIC ADVISORS, INC.
FOLSOM, CA, United States · Form ADV filed Nov 13, 2013
- Regulatory AUM
- $21.1M Form ADV · Item 5.F
- Client accounts
- 118 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 13, 2013. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
110 WOODMERE, SUITE 250FOLSOM, CA, 95630, United States
CRD 158395
Filing source
Form ADV 766546 · Nov 13, 2013 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.