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PLANPATH FINANCIAL

PLANPATH FINANCIAL, L.L.C.

CRD 330175

Visit website

708 CHIPPEWA SQUARE #9, MARQUETTE, MI, 49855, United States

Phone

(906) 261-0097

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.3M

Discretionary AUM

$1.3M

Team

2 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals5$1.3M

All web addresses on file

Official SEC filing: View on IAPD