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| Happy Holidays!! thanks for using AUM13F!! |
| Pathway Financial Advisers LLC
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| CRD # | 166237 |
| SEC # | 801-80650 |
| CIK # | 0002024152 |
| AUM | $442.8 M (2025-02-14) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 260-925-2887 |
| Address | 4571 County Road 35 Auburn, IN 46706 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Enterprise Products Partners L P | 9.4 | ||
| J P Morgan Chase & Co | 7.7 | ||
| Duke Energy Corp | 7.0 | ||
| AbbVie Inc | 6.7 | ||
| Broadcom Inc | 6.6 | ||
| Oneok Inc /New/ | 5.9 | ||
| Steel Dynamics Inc | 5.6 | ||
| PepsiCo Inc | 5.5 | ||
| Cisco Systems Inc | 5.5 | ||
| Realty Income Corp | 5.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 653 | 171.5 |
| (b) Individuals (high net worth individuals) | 106 | 266.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.3 |
| (h) Charitable organizations | 3 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,690 | 442.8 |
| By Discretionary | ||
| Discretionary | 1,690 | 442.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,690 | 442.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 442.8 | |
| Total | 1,690 | 442.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002024152] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Worley Erhart-Graves Financial Advisors Inc
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|
IN | 0.4 |
|
Hendley & Co Inc
✚
|
OH | 0.4 |
|
Pine Harbor Wealth Management LLC
✚
|
VA | 0.4 |
|
Compass Financial Advisory Services LLC
✚
|
FL | 0.4 |
|
Orion Investment Co
✚
|
MO | 0.4 |
|
Cahill Wealth Management LLC
✚
|
MI | 0.4 |
|
Bemanaged Financial Services Inc
✚
|
MI | 0.4 |
|
McCollum Christoferson Group LLC
✚
|
NY | 0.4 |
|
WFA Asset Management Corp
✚
|
WI | 0.4 |
|
Lefavi Wealth Management Inc
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|
UT | 0.4 |