Pathway Financial Advisers, Llc

Pathway Financial Advisers, Llc

Auburn, Indiana

5.0

1 Review

Pathway Financial Advisers, LLC is a reputable investment advisory firm headquartered in Auburn, IN, boasting a single office. With a dedicated team of five experienced professionals, Pathway Financial Advisers, LLC offers comprehensive investment advisory services. The firm manages an impressive average of approximately $69,570,000 in assets under management per investment advisor, aligning with the industry average. Their compensation structure encompasses various options, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexibility for clients. Pathway Financial Advisers, LLC has establ...see more

Assets Under Mgmt

$347.87M

Investment Professionals

5

Locations

0

% 401K & Individual

42%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses

Other Business Activities

  • Accountant or accounting firm

Reviews for Pathway Financial Advisers, Llc

Loading...

This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”

Connect with a local financial advisor

By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.

Contact Info

Visit Website