Overview
Assets Under Management: $443 million
Headquarters: AUBURN, IN
High-Net-Worth Clients: 106
Average Client Assets: $3 million
Frequently Asked Questions
PATHWAY FINANCIAL ADVISERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166237), PATHWAY FINANCIAL ADVISERS, LLC is subject to fiduciary duty under federal law.
PATHWAY FINANCIAL ADVISERS, LLC is headquartered in AUBURN, IN.
PATHWAY FINANCIAL ADVISERS, LLC serves 106 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, PATHWAY FINANCIAL ADVISERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PATHWAY FINANCIAL ADVISERS, LLC manages $443 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, PATHWAY FINANCIAL ADVISERS, LLC serves high-net-worth individuals. View client details ↓
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