Financial Pathway LLC
Firm details
- Headquarters
- ,
- CRD number
- 306748
- Website
- www.nateskelly.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals54.26%
- HNWI33.13%
- Charitable Organizations11.35%
- Corporations / Businesses1.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Financial Pathway LLC is an independent registered investment adviser operating as a limited liability company under individual ownership. The firm serves both individual and family clients as well as institutional clients and bills on a percentage-of-AUM and fixed-fee basis. Its advisory scope emphasizes financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not described as a multi-state adviser or a capital allocator; it is not a newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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