Pathway Financial Advisers, LLC
Pathway Financial Advisers, LLC is an SEC-registered mass-market adviser in Auburn, IN with $524.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Pathway Financial Advisers, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166237, SEC 801-80650, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $524.2M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Auburn, IN
- Employees
- 8
- Clients
- 822
- CRD
- 166237
- Ownership
- Tracey, David, Reynolds; POST, STEVEN, ERIC; POST, STEVEN, E; GRIMM, JOEL; GRIMM, JOEL, MATTHEW
How much AUM does Pathway Financial Advisers, LLC have?
Pathway Financial Advisers, LLC reported $524.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Pathway Financial Advisers, LLC?
Disclosed owners and executives of Pathway Financial Advisers, LLC include Tracey, David, Reynolds, POST, STEVEN, ERIC, POST, STEVEN, E, GRIMM, JOEL, GRIMM, JOEL, MATTHEW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.