Pathway Financial Services, LLC

Overview

Pathway Financial Services, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm concentrates on fee-based relationships with individuals, families and some institutional clients, combining financial planning with portfolio management for individuals and small businesses. Its billing model includes a percentage-of-assets component alongside hourly and fixed-fee arrangements. Pathway does not present itself as an ESG-focused manager and is not identified as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives