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PATHFINDER FINANCIAL SERVICES, LLC

CRD 129391

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$89.7M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals9$3.6M
High net worth individuals29$86.2M

All web addresses on file

Official SEC filing: View on IAPD