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Building 2PATHFINDER WEALTH ADVISORS LLC

Map pinMAYFIELD HEIGHTS, OH
Phone216-533-0463
NotebookSEC #801-119941
Total AUM
$69.9M
Employees
3
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6120 PARKLAND BLVD., SUITE 225
MAYFIELD HEIGHTS
OH 44124
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
216-533-0463

ReceiptFinancials

Total AUM
$69.9M
Accounts
141
Discretionary
$69.2M
Accounts
139
Non-Discretionary
$701.7K
Accounts
2

ContactClients

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Individual Clients
19
AUM
$6.4M
HNW Individual Clients
26
AUM
$63.1M
Charitable Organization Clients
1
AUM
$396.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INCOME TAX PREPARATION
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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