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PATHWAY FINANCIAL ADVISORS, LLC
Tel: 802-660-7086
2 Market Street South Burlington, Vermont 05403
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
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
Firm CRD#:
124801
SEC#:
801-64598
No. of Clients:
912
Assets under Management
$782,973,506
No. of Advisors:
11
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