Pathway Investments, LLC
RIAState Registered
Total AUM
$6.2M
Discretionary
$5.3M
86% of AUM
Avg account
$91K
Accounts
68
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 170436
- Fee structure
- Percentage of AUM
- Client types
- HNWI65.36%
- Individuals23.81%
- Pension & Profit Sharing Plans10.82%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Pathway Investments, LLC is a small, owner-operated limited liability company serving individual, family and some institutional clients. The firm charges fees as a percentage of assets under management and combines portfolio management for individuals and small businesses with pension consulting services. Pathway also operates as an insurance broker and sells other financial products, which aligns with its use of annuities in client solutions. The firm is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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