Allocator Index · CRD 124801
PATHWAY FINANCIAL ADVISORS, LLC
South Burlington, VT · 802-660-7086 · linkedin.com/in/jonathan-smith-cfp%c2%ae-28780a/
Fit score
58
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
200
Other individuals
53
HNW assets
$1.42B
Total AUM
$1.65B
Employees
11
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.