Pathway Financial Advisors is an investment advisor in South Burlington with $766.59 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
200140604
SEC advisor number
801-64598
FINRA CRD number
124801
AUM ?
$782.97 mm
(as of 23 Mar 24)
Accounts
912
(as of 23 Mar 24)
Employees
11
(5 investment advisory or research)
Address
Pathway Financial Advisors
2 MARKET ST
SOUTH BURLINGTON
VT 05403
2 MARKET ST
SOUTH BURLINGTON
VT 05403
Phone
8026607086
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Apr 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
10 Apr 24
13F-HR
Quarterly holdings report by institutional manager
1 Feb 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
4 Nov 22
13F-HR
Quarterly holdings report by institutional manager
21 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22