Pathway Advisors, LLC

Overview

Pathway Advisors, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as institutional relationships and positions itself as a capital allocator that hires external managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Pathway charges a mix of fee arrangements — asset-based fees, hourly billing and fixed fees — and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices