PATHWAY FINANCIAL ADVISERS, LLC

AUBURN, Indiana·3 registered advisors·CRD# 166237
SEC# 801-806500260-925-2887
01

Firm Overview

AUM
$384M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PATHWAY FINANCIAL ADVISERS, LLC

3 registered advisors
David Reynolds Tracey
AUBURN, Indiana
Joel Matthew Grimm
AUBURN, Indiana
Steven Eric Post
AUBURN, Indiana
05

Office Locations

AUBURN, Indiana
3 advisors

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Data sourced from SEC Form ADV filings. PATHWAY FINANCIAL ADVISERS, LLC (CRD# 166237) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.