Overview
Assets Under Management: $443 million
Headquarters: AUBURN, IN
High-Net-Worth Clients: 106
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,690
Discretionary Accounts: 1,690
Regulatory Filings
CRD Number: 166237
Last Filing Date: 2025-02-14 00:00:00
Website: https://pathwayria.com