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Building 2PATHWAY FINANCIAL ADVISORS, LLC

Map pinSOUTH BURLINGTON, VT
Phone802-660-7086
NotebookSEC #801-64598
Total AUM
$1.6B
Employees
11
Clients
254

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
725 COMMUNITY DRIVE
SUITE 402
SOUTH BURLINGTON
VT 05403
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
802-660-7086
Other Offices
1

ReceiptFinancials

Total AUM
$1.6B
Accounts
1,147
Discretionary
$1.6B
Accounts
1,147
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
53
AUM
$30.8M
HNW Individual Clients
200
AUM
$1.4B
Pension/Profit Sharing Plan Clients
1
AUM
$200.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES ON MATTERS NOT INVOLVING SECURITIES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAMANHNJNYVT

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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