Pathway Financial Advisors

Finance · Vermont, United States · 11-50 Employees

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Overview

Headquarters

2 Market St, South Burlington, Vermont, ...

Phone Number

(802) 660-7086

Revenue

$5.5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2

About Pathway Financial Advisors

Pathway Financial Advisors specializes in providing proactive financial planning for high net worth families and individuals, aiming to enhance their confidence and security in financial matters. The company employs a collaborative Guided Discovery process to align clients' financial goals with their personal values and aspirations. As a fee-only fiduciary, they limit the number of clients to ensure personalized attention and support throughout the planning process. With over 20 years of experience, Pathway is dedicated to helping clients navigate the complexities of their financial journeys.Explore more
Pathway Financial Advisors's Social MediaPopular SearchesPathway Financial Advisors LLCPathway Financial AdvisorsPat Mitchell Foundation IncPatriot Office Park Investment LLCPat IncSIC Code 62,628NAICS Code 52,523Show more

Pathway Financial Advisors Org Chart

PhoneEmail
BR
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Director, Investment

PhoneEmail

PhoneEmail
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DB
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Lead Financial Planner

PhoneEmail
JS
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Partner and Lead Financial Planner

PhoneEmail
JM
United States flag for contact location.

Financial Planner

PhoneEmail
SB
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Financial Planner & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pathway Financial Advisor...

$5.5M
11-50
Private
<$5M
2000
BR
Ben RinehartDirector, Investment
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
11-50
Private
-
2015
AR
Andrew RafalPresident & Founder
<$5M
1-10
Private
-
2019
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Pathway Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Pathway Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Pathway Financial Advisors.

Pathway Financial Advisors financials insights

Gather financial insights about Pathway Financial Advisors, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Pathway Financial Advisors's Financials Insights

Pathway Financial Advisors Tech Stack

A closer look at the technologies used by Pathway Financial Advisors

Top Finance Companies

Frequently Asked Questions Regarding Pathway Financial Advisors

What is Pathway Financial Advisors's official website?
Pathway Financial Advisors's official website is www.pathwayadvisors.com
What is Pathway Financial Advisors's Revenue?
Pathway Financial Advisors's revenue is $5.5 Million
What is Pathway Financial Advisors's SIC code?
Pathway Financial Advisors's SIC: 62,628
What is Pathway Financial Advisors's NAICS code?
Pathway Financial Advisors's NAICS: 52,523
How many employees does Pathway Financial Advisors have?
Pathway Financial Advisors has 11-50 employees
What industry does Pathway Financial Advisors belong to?
Pathway Financial Advisors is in the industry of: Finance, Securities Trading
What is Pathway Financial Advisors competition?
Pathway Financial Advisors top competitors include: Stockade Wealth Management, Waterstone Private Wealth Management, Bayntree Wealth Advisors, Selkirk Wealth Advisors
What technology does Pathway Financial Advisors use?
Some of the popular technologies that Pathway Financial Advisors uses are: NS1, Google Universal Analytics, Squarespace Online Stores, Adobe Typekit
How do I contact Pathway Financial Advisors?
Pathway Financial Advisors contact info: Phone number: (802) 660-7086 Website: www.pathwayadvisors.com
What does Pathway Financial Advisors do?

Pathway Financial Advisors specializes in providing proactive financial planning for high net worth families and individuals, aiming to enhance their confidence and security in financial matters. The company employs a collaborative Guided Discovery process to align clients' financial goals with their personal values and aspirations. As a fee-only f... iduciary, they limit the number of clients to ensure personalized attention and support throughout the planning process. With over 20 years of experience, Pathway is dedicated to helping clients navigate the complexities of their financial journeys.Read More

What are Pathway Financial Advisors social media links?
Pathway Financial Advisors Linkedin page
Is Pathway Financial Advisors a public company?
Pathway Financial Advisors is private company therefore does not currently have an official ticker symbol
See more information about Pathway Financial Advisors

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