Pathway Financial Advisors LLC

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Assets, Funds, Holdings

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Pathway Financial Advisors LLC
CRD #124801
SEC #801-64598
CIK #0001738828
AUM $783.0 MM (2024-03-23)
Employees 11 (45% Investors, 0% Brokers)
Phone802-660-7086
Address2 Market Street
South Burlington, VT 05403
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
80064048032016002003201020172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
HON 119,775.0 6.0
AAPL 2,382,844.0 4.5
MSFT 1,918,222.4 2.9
NVDA 399,550.0 2.9
CHD 22,123.7 2.4
 
 
 
 
 
 
Holdings by Sector ($MM)
4003202401608002017201920222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 68 36.3
(b) Individuals (high net worth individuals) 132 714.2
(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 0 32.5
(h) Charitable organizations 0 0.0
(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 0 0.0
(n) Other 0 0.0
Total 912 783.0
By Discretionary
Discretionary 912 783.0
Non-Discretionary 0 0.0
Total 912 783.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 783.0
Total 912 783.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001738828]
Comparable Firms State AUM ($BB)
KFA Private Wealth Group LLC
VA 0.8
Margolis Brady Raghavan Financial Inc
TX 0.8
Lexaurum Advisors LLC
KS 0.8
Madden Securities Corporation
TX 0.8
Fortis Group Advisors LLC
NJ 0.8
Milestone Investment Advisors LLC
WI 0.8
Oak City Consulting LLC
NC 0.8
Recurrent Investment Advisors LLC
TX 0.8
Goldstein Advisors LLC
WI 0.8
Quadra Gestao de Recursos Sa
0.8
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