Pathway Financial Advisors Revenue
Financial Services • 
South Burlington, Vermont, United States • 11-20 Employees
Pathway Financial Advisors revenue & valuation
| Annual revenue | $1,026,660 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,300,000 |
| Total funding | No funding |
Key Contacts at Pathway Financial Advisors
Amy Stilwell
Sr Director Of Client Engagement
Paul Martin
Owner
Scott Beaudin
Financial Planner, Founder
Company overview
| Headquarters | 2 Market St, South Burlington, Vermont 05401, US |
| Phone number | +18026607086 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisor, Financial Management, Managed Futures, Wealth Management, Retirement Planning, Fiduciary, Financial Planning, Estate Planning, Alternative Investing, High Net Worth, Georgia, CFP, Comprehensive Financial Advice, Fee Only Planning, Financial Growth, Vermont, Wealth Manager |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Pathway Financial Advisors Email Formats
Pathway Financial Advisors uses 1 email format. The most common is {first initial} (e.g., j@pathwayadvisors.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@pathwayadvisors.com | 100% |
About Pathway Financial Advisors
Pathway Financial Advisors LLC is an independent financial planning firm serving high-net-worth clients and business owners, all over the country, from our offices in Burlington, Vermont, and Atlanta, Georgia. We are an independent, fee-only, financial planning and investment management firm. As a fiduciary, we act in our client's best interests. Our fees are completely transparent, we sell no products and receive no commission or referral fees. The goal of all professionals at Pathway Financial Advisors is to provide our clients with guidance and support in discovering and pursuing fulfilling lives. We intentionally maintain a low client-to-advisor ratio, which allows us to develop and cultivate meaningful relationships with our clients. We offer comprehensive and objective financial planning and investment management services to our clients. At Pathway we help guide our clients through life's transitions by assisting them in organizing, growing, and protecting their assets. With Pathway as your trusted partner and a collaborative plan in place, you will have the freedom and financial security to focus on what matters most to you. We are proud that all our clients can confidently answer the question: How do you thrive? Contact us today and let us help you thrive too.
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Pathway Financial Advisors has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
Pathway Financial Advisors has never raised funding before.
Pathway Financial Advisors Tech Stack
Discover the technologies and tools that power Pathway Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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