Overview
Assets Under Management: $306 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 131
Average Client Assets: $1.9 million
Frequently Asked Questions
PATHLIGHT INVESTORS, 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 #151479), PATHLIGHT INVESTORS, LLC is subject to fiduciary duty under federal law.
PATHLIGHT INVESTORS, LLC is headquartered in PHOENIX, AZ.
PATHLIGHT INVESTORS, LLC serves 131 high-net-worth clients according to their SEC filing dated March 17, 2018. View client details ↓
According to their SEC Form ADV, PATHLIGHT INVESTORS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PATHLIGHT INVESTORS, LLC manages $306 million in client assets according to their SEC filing dated March 17, 2018.
According to their SEC Form ADV, PATHLIGHT INVESTORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.36%
Average Client Assets: $1.9 million
Total Client Accounts: 742
Discretionary Accounts: 715
Non-Discretionary Accounts: 27
Regulatory Filings
CRD Number: 151479
Filing ID: 1193376
Last Filing Date: 2018-03-17 13:07:00