PATHFINDER FINANCE AND INSURANCE SOLUTIONS

Overview

Pathfinder Finance And Insurance Solutions is structured as a corporation that operates primarily as an insurance broker and an accounting firm. The entity is owned by an individual and is classified as unclassified for advisory purposes. Its public profile shows no indication that it functions as a capital allocator or an active ESG investor, and it is not identified as a multi-state or SEC-registered investment adviser in available records. Service focus appears to be transactional and operational rather than discretionary asset management. The firm’s fee structure is listed as “Other,” which is consistent with insurance broking and accounting engagements that rely on commissions, hourly billing or fixed fees rather than traditional advisory AUM-based fees. The combination of insurance brokerage and accounting suggests the firm provides risk transfer, insurance placement and policy servicing alongside bookkeeping, tax and financial reporting support to clients.

Assets & Accounts

Location & Offices