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| Pathway Financial Advisors LLC
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|
|---|---|
| CRD # | 124801 |
| SEC # | 801-64598 |
| CIK # | 0001738828 |
| AUM | $656.4 MM (2023-03-30) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 802-660-7086 |
| Address | 2 Market Street South Burlington, VT 05403 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| HON | 119,775.0 | 5.4 | |
| AAPL | 2,382,844.0 | 3.0 | |
| BRP | 1,418.9 | 2.3 | |
| CHD | 22,123.7 | 2.0 | |
| MSFT | 1,918,222.4 | 1.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 615.1 |
| (b) Individuals (high net worth individuals) | 70 | 38.8 |
| (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 | 0 | 1.2 |
| (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 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 830 | 656.4 |
| By Discretionary | ||
| Discretionary | 830 | 656.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 830 | 656.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 656.4 | |
| Total | 830 | 656.4 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001738828] |
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|---|---|---|
|
Revolve Wealth Partners LLC
✚
|
NJ | 0.7 |
|
Barry Investment Advisors LLC
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MA | 0.7 |
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AMI Investment Management Inc
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IN | 0.7 |
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DL Carlson Investment Group Inc
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CA | 0.7 |
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PA | 0.7 |
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Whalerock Point Partners LLC
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RI | 0.7 |
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Bedell Frazier Investment Counselling LLC
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CA | 0.7 |
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Icon Advisers Inc
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CO | 0.7 |
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Lanham Odell & Co Inc
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WV | 0.7 |