Pathway Financial Advisers, LLC
Pathway Financial Advisers, LLC is an SEC-registered investment adviser headquartered in Auburn, Indiana. Founded in 2011, the firm provides financial planning and investment advisory services primarily to individuals, including both high net worth and non-high net worth clients, as well as a small number of pension plans and charitable organizations. The firm has 8 employees, with the majority involved in investor advisory work. Pathway Financial Advisers, LLC supports clients with personalized portfolio management and comprehensive financial strategies.
Investment Strategy
Pathway Financial Advisers, LLC offers integrated investment management and financial planning services, focusing on personalized portfolio design based on each client’s financial circumstances, goals, and risk tolerance. The firm builds diversified portfolios with a long-term perspective, employing asset allocation strategies tailored to individual needs. Services often include retirement planning, education funding strategies, estate planning, and risk management. Their approach is centered on objective, fee-based advice and the avoidance of conflicts of interest.
Top Holdings
Equity Positions (163)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 3.52% | $10.9M | 39,418 | $172.64 | $275.65 | +$4.3M |
J JPM | JPMORGAN CHASE &CO. | 2.97% | $9.2M | 31,678 | $146.47 | $289.91 | +$1.5M |
E EPD | ENTERPRISE PRODS PARTNERS L | 2.82% | $8.7M | 280,594 | $29.18 | $31.01 | -$684.7K |
D DUK | DUKE ENERGY CORP NEW | 2.17% | $6.7M | 56,892 | $115.07 | $118.00 | -$302.6K |
I IBM | INTERNATIONAL BUSINESS MACHS | 2.04% | $6.3M | 21,357 | $219.89 | $294.78 | +$961.8K |