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Building 2PATHWAY FINANCIAL ADVISERS, LLC

Map pinAUBURN, IN
Phone260-925-2887
NotebookSEC #801-80650
Total AUM
$524.2M
Employees
8
Clients
822

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4571 COUNTY ROAD 35
AUBURN
IN 46706
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
260-925-2887

ReceiptFinancials

Total AUM
$524.2M
Accounts
1,832
Discretionary
$524.2M
Accounts
1,832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
673
AUM
$170.9M
HNW Individual Clients
142
AUM
$346.8M
Pension/Profit Sharing Plan Clients
2
AUM
$5.3M
Charitable Organization Clients
3
AUM
$576.6K
Corporation or Business Clients
2
AUM
$628.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMINCNHOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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