P
CRD: 170436
Pathway Investments, LLC
Sioux Falls, SD
6054270850
$6.2M Total AUM
$5.3M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
12 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-18-2014
- Office Locations
- 1
Office Locations
-- Sioux Falls SD
About Pathway Investments, LLC
Pathway Investments, LLC is a Sioux Falls-based RIA. The firm has been operating for 12 years. Managing $6.2M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$6.2M AVG AUM / ADVISOR
$123.8K AVG AUM / CLIENT
12.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Matrix Zenith value
Client Personas
Vital beacon
Investment Themes
Alpha Element quantum
Investment Vehicles
Oak
Services
Radial Ember Vector Value ember Optima ember Crest Bridge atlas
Owner & Executives
P
PAUL ANDREW CURLEY
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #5148382
- Ownership
- 75% or more
(358) 971-9407
oak.matrix@alphacapital.com
in linkedin.com/in/pioneer-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,333,000 | -- |
| Non-Discretionary | $857,000 | -- |
| Total | $6,190,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,190,000
Equity - Exchange:
51.6% Public Funds:
16.2% Cash:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,516,372,280 | 51.6% |
| Public Funds | $1,417,930,832 | 16.2% |
| Cash | $2,818,356,345 | 32.2% |
| Total | $8,752,659,457 | 100.0% |