PATHWAY ADVISORS, LLC

RIASEC Registered

Total AUM

$62.5M

Discretionary

$15M

24% of AUM

Avg account

$216K

Accounts

289

Employees

Advisory reps

Firm details

Headquarters: FALLBROOK, California
CRD number: 306117
Website: pathway-advisor.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals61.59%
HNWI20.79%
Pension & Profit Sharing Plans17.61%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

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.