PATHWAY FINANCIAL ADVISERS, LLC of AUBURN, IN is an SEC-registered investment adviser (CRD 166237). Regulatory assets under management: $524.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions.
| Name | Role | Location |
|---|---|---|
| Steven Eric Post | MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND INVESTMENT ADVISER | — |
| Joel Matthew Grimm | MEMBER AND INVESTMENT ADVISER | — |
| David Reynolds Tracey | MEMBER AND INVESTMENT ADVISER | — |
| Erin Lee Mutton | MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER | — |
| POST STEVEN E | MANAGING MEMBER; MANAGING MEMBER - CCO | — |
| GRIMM JOEL | OWNER | — |
| GRIMM ROBERT MATTHEW | MEMBER AND INVESTMENT ADVISER; OWNER | — |
| Tracey David Reynolds | CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER AND INVESTMENT ADVISER | — |
| POST STEVEN ERIC | CHIEF INFORMATION OFFICER; MANAGING MEMBER; MANAGING MEMBER, CHIEF INVESTMENT OFFICER AND INVESTMENT ADVISER | — |