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| Pathway Financial Advisers LLC
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|---|---|
| CRD # | 166237 |
| SEC # | 801-80650 |
| CIK # | 0002024152 |
| AUM | 524.2 M (2026-03-11) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | |
|---|---|---|---|
| Broadcom Inc | 11.5 | ||
| Enterprise Products Partners L P | 11.1 | ||
| Steel Dynamics Inc | 8.2 | ||
| J P Morgan Chase & Co | 8.2 | ||
| Duke Energy Corp | 7.7 | ||
| AbbVie Inc | 7.4 | ||
| Enbridge Inc | 6.7 | ||
| Cisco Systems Inc | 6.4 | ||
| Chevron Corp | 6.3 | ||
| Realty Income Corp | 6.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 673 | 170.9 |
| (b) Individuals (high net worth individuals) | 142 | 346.8 |
| (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 | 5.3 |
| (h) Charitable organizations | 3 | 0.6 |
| (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 | 1,832 | 524.2 |
| By Discretionary | ||
| Discretionary | 1,832 | 524.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,832 | 524.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 524.2 | |
| Total | 1,832 | 524.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002024152] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 3 |
| Serves | Institutional, Retail |
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|---|---|---|
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Convergence Investment Partners LLC
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