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Building 2PATHFINDER WEALTH CONSULTING

Map pinWILMINGTON, NC
Phone(910) 793-0616
NotebookSEC #801-134277
Total AUM
$865.5M
Employees
17
Clients
654

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4018 OLEANDER DRIVE
SUITE 102
WILMINGTON
NC 28403
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(910) 793-0616
Other Offices
1

ReceiptFinancials

Total AUM
$865.5M
Accounts
1,895
Discretionary
$865.5M
Accounts
1,895
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
379
AUM
$180.4M
HNW Individual Clients
264
AUM
$656.9M
Charitable Organization Clients
5
AUM
$7M
Corporation or Business Clients
6
AUM
$21.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGALAMAMDNCNENHNYOHPASCTNTXVA

HandshakeAffiliates

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

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