PATHWAY FINANCIAL ADVISORS, LLC - Financial Advisor in Vermont, South Burlington

Tel: 802-660-7086 2 Market Street South Burlington, Vermont 05403

About PATHWAY FINANCIAL ADVISORS, LLC

PATHWAY FINANCIAL ADVISORS, LLC is a South Burlington, Vermont based financial advisory firm with nearly $782,973,506 in assets under management and provides investment advisory services for 912 clients. There are currently 11 financial advisors at the firm.

General Information

Firm CRD#:

124801

Firm SEC#:

801-64598

Assets Under Management:

$782,973,506

No. of Clients:

912

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other (CONSULTING SERVICES ON MATTERS NOT INVOLVING SECURITIES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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