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, individual-owned RIA that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-assets and fixed fees and identifies itself as an active ESG investor, indicating environmental, social, or governance considerations influence manager and fund selection. Pathlight is not structured as a capital allocator and reports operating in a single state rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- 401 Ne 19th Ave
- Time zone
- PT (UTC-8)
- Office locations
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