Pathlight Financial Planning LLC
Firm details
- Headquarters
- Portland, Oregon
- CRD number
- 327636
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.25%
- Individuals23.75%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pathlight Financial Planning LLC is an independent, Oregon-registered limited liability company that provides financial planning and portfolio management for individuals, families and small businesses. The firm is owner-operated and charges clients via a mix of percentage-of-AUM fees and fixed fees. Filings identify the adviser as an active ESG investor and show a focus on retail clients rather than institutional or pension work. Pathlight does not present itself as a capital allocator or part of a related-adviser group.
Assets & Accounts
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 Funds92%
- Cash & Cash Equivalents8%
Contacts
1 of 1
Jonas Merrill
Senior ParaplannerCRD 5009041
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Portland, OR
Multnomah
Location
Portland, OR
Headquartered in Portland, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Multnomah
- Address
- 2701 Nw Vaughn St
- Time zone
- PT (UTC-8)
- Office locations
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