PATHWAY FINANCIAL ADVISORY, LLC

PATHWAY FINANCIAL ADVISORY, LLC is an SEC-registered investment adviser (CRD 336511). Regulatory assets under management: $82.5M.

Registration

• CRD: 336511
• Type: Registered investment adviser
• Phone: 970-926-8827
• Latest filing: 2026-07-16
• Regulatory AUM: $82.5M
• Discretionary AUM: $82.5M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336511 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search