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PATHWAY ADVISORS, LLC
CRD 306117
1595 SOUTH MISSION ROAD, FALLBROOK, CA, 92028, United States
Phone
760-466-2003
Fax
760-538-3702
Registration
— (—)
Source
State registered
Total AUM
$62.5M
Discretionary AUM
$15.0M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 102 | $38.5M |
| High net worth individuals | 6 | $13.0M |
| Pension/profit sharing plans | 5 | $11.0M |
All web addresses on file
Official SEC filing: View on IAPD