Overview
Assets Under Management: $70 million
Headquarters: MAYFIELD HEIGHTS, OH
High-Net-Worth Clients: 26
Average Client Assets: $2.4 million
Frequently Asked Questions
PATHFINDER WEALTH ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173676), PATHFINDER WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
PATHFINDER WEALTH ADVISORS LLC is headquartered in MAYFIELD HEIGHTS, OH.
PATHFINDER WEALTH ADVISORS LLC serves 26 high-net-worth clients according to their SEC filing dated March 15, 2024. View client details ↓
According to their SEC Form ADV, PATHFINDER WEALTH ADVISORS LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PATHFINDER WEALTH ADVISORS LLC manages $70 million in client assets according to their SEC filing dated March 15, 2024.
According to their SEC Form ADV, PATHFINDER WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.33%
Average Client Assets: $2.4 million
Total Client Accounts: 141
Discretionary Accounts: 139
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 173676
Filing ID: 1841507
Last Filing Date: 2024-03-15 21:30:00