Pathfinder Financial Services
Firm details
- Headquarters
- ,
- CRD number
- 289125
- Website
- www.pathfinderfinance.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals51.65%
- HNWI48.35%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pathfinder Financial Services is an independent, individual-owned Registered Investment Adviser that serves individual and family clients. The firm bills on a percentage-of-AUM basis and provides core advisory services including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Pathfinder also operates as a licensed real estate broker and an insurance broker, which complements its advisory work by enabling access to insurance products and brokered real estate opportunities. The firm identifies itself as a capital allocator and is not positioned as an ESG-focused manager or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds88%
- Exchange Traded Equities9%
- US Government Bonds2%
- Cash & Cash Equivalents1%
- Other1%
Contacts
1 of 1
Stephanie Calderas
Vice PresidentCRD 4928264
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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