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Pathway Financial Advisors LLC
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CRD # | 124801 |
SEC # | 801-64598 |
CIK # | 0001738828 |
AUM | $783.0 MM (2024-03-23) |
Employees | 11 (45% Investors, 0% Brokers) |
Phone | 802-660-7086 |
Address | 2 Market Street South Burlington, VT 05403 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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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
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|
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 |