FINANCIAL PATHWAY LLC

FINANCIAL PATHWAY LLC is an SEC-registered investment adviser (CRD 306748). Regulatory assets under management: $16.6M.

Registration

• CRD: 306748
• Type: Registered investment adviser
• Phone: 850-377-5355
• Latest filing: 2026-03-16
• Regulatory AUM: $16.6M
• Non-discretionary AUM: $16.6M
• Clients: 2
• Accounts: 360

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306748 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search