PATHWAY FINANCIAL ADVISERS, LLC

4571 County Road 35
Auburn, Indiana 46706
Tel: 260-925-2887

About PATHWAY FINANCIAL ADVISERS, LLC

PATHWAY FINANCIAL ADVISERS, LLC, formally registered with the SEC as PATHWAY FINANCIAL ADVISERS, LLC. The firm was established in 12/22/2014. They have over 1 offices throughout the country.

PATHWAY FINANCIAL ADVISERS, LLC is a Auburn, Indiana based Financial Planning firm with nearly $442,844,998 assets under management, offering retirement planning & investment advisory services to 1690 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166237
SEC#	801-80650
Assets Managed by Firm	$442,844,998
No. of Clients	1690
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1690	$442,844,998
Individuals (other than high net worth individuals)	653	$171,487,538
High net worth individuals	106	$266,064,077
Pension and profit sharing plans	2	$4,254,615
Charitable organizations	3	$452,303
Corporations or other businesses	2	$586,465

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