PATHWAY FINANCIAL ADVISERS, LLC
CRD #166237 SEC #801-80650 AUBURN, IN 260-925-2887
SEC Registered
Total AUM
$442.8M
Discretionary
$442.8M
Employees
8
Clients
10
Accounts
1,690
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $442.8M | $442.8M | $0 | 8 | 5 |
| Mar 2024 | $383.9M | $383.9M | $0 | 8 | 5 |
| Mar 2024 | $383.9M | $383.9M | $0 | 8 | 5 |
| Apr 2023 | $347.9M | $347.9M | $0 | 5 | 4 |
| Mar 2023 | $347.9M | $347.9M | $0 | 5 | 4 |
| Mar 2022 | $351.9M | $351.9M | $0 | 5 | 4 |
| Oct 2021 | $271.5M | $271.5M | $0 | 4 | 4 |
| Apr 2021 | $271.5M | $271.5M | $0 | 4 | 4 |
| Apr 2021 | $271.5M | $271.5M | $0 | 4 | 4 |
| Mar 2021 | $271.5M | $271.5M | $0 | 4 | 4 |
| Mar 2021 | $271.5M | $271.5M | $0 | 4 | 4 |
| Mar 2021 | $271.5M | $271.5M | $0 | 4 | 4 |
| May 2020 | $246.6M | $246.6M | $0 | 4 | 0 |
| May 2020 | $246.6M | $246.6M | $0 | 4 | 0 |
| Jan 2020 | $246.6M | $246.6M | $0 | 4 | 0 |
| Dec 2019 | $185.4M | $185.4M | $0 | 4 | 0 |
| Jan 2019 | $185.4M | $185.4M | $0 | 4 | 0 |
| Dec 2018 | $185.8M | $185.8M | $0 | 4 | 0 |
| Dec 2018 | $185.8M | $185.8M | $0 | 4 | 0 |
| Mar 2018 | $185.8M | $185.8M | $0 | 4 | 0 |
| Jan 2018 | $185.8M | $185.8M | $0 | 4 | 0 |
| Jan 2018 | $148.2M | $148.2M | $0 | 4 | 0 |
| Mar 2017 | $148.2M | $148.2M | $0 | 3 | 348 |
| Mar 2017 | $148.2M | $148.2M | $0 | 3 | 348 |
| Jan 2016 | $120M | $120M | $0 | 3 | 264 |
| Jan 2016 | $115.3M | $115.3M | $0 | 3 | 200 |
| Jan 2016 | $115.3M | $115.3M | $0 | 2 | 200 |
| Feb 2015 | $115.3M | $115.3M | $0 | 2 | 200 |
| Jan 2015 | $107M | $107M | $0 | 2 | 171 |
| Dec 2014 | $107M | $107M | $0 | 2 | 171 |
| Nov 2014 | $107M | $107M | $0 | 2 | 171 |
DateFeb 2025
Total AUM$442.8M
Discretionary$442.8M
Non-Disc.$0
Employees8
Clients5
DateMar 2024
Total AUM$383.9M
Discretionary$383.9M
Non-Disc.$0
Employees8
Clients5
DateMar 2024
Total AUM$383.9M
Discretionary$383.9M
Non-Disc.$0
Employees8
Clients5
DateApr 2023
Total AUM$347.9M
Discretionary$347.9M
Non-Disc.$0
Employees5
Clients4
DateMar 2023
Total AUM$347.9M
Discretionary$347.9M
Non-Disc.$0
Employees5
Clients4
DateMar 2022
Total AUM$351.9M
Discretionary$351.9M
Non-Disc.$0
Employees5
Clients4
DateOct 2021
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees4
Clients4
DateApr 2021
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees4
Clients4
DateApr 2021
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees4
Clients4
DateMar 2021
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees4
Clients4
DateMar 2021
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees4
Clients4
DateMar 2021
Total AUM$271.5M
Discretionary$271.5M
Non-Disc.$0
Employees4
Clients4
DateMay 2020
Total AUM$246.6M
Discretionary$246.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$246.6M
Discretionary$246.6M
Non-Disc.$0
Employees4
Clients0
DateJan 2020
Total AUM$246.6M
Discretionary$246.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$185.4M
Discretionary$185.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$185.4M
Discretionary$185.4M
Non-Disc.$0
Employees4
Clients0
DateDec 2018
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees4
Clients0
DateDec 2018
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$185.8M
Discretionary$185.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees3
Clients348
DateMar 2017
Total AUM$148.2M
Discretionary$148.2M
Non-Disc.$0
Employees3
Clients348
DateJan 2016
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees3
Clients264
DateJan 2016
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees3
Clients200
DateJan 2016
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees2
Clients200
DateFeb 2015
Total AUM$115.3M
Discretionary$115.3M
Non-Disc.$0
Employees2
Clients200
DateJan 2015
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients171
DateDec 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients171
DateNov 2014
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients171