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Building 2PATHFINDER ADVISORY, INC.

Map pinROCKFORD, IL
Phone815.399.9806
NotebookSEC #801-135820
Total AUM
$121.4M
Employees
5
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6981 REDANSA DR
ROCKFORD
IL 61108
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
815.399.9806

ReceiptFinancials

Total AUM
$121.4M
Accounts
145
Discretionary
$115.7M
Accounts
135
Non-Discretionary
$5.7M
Accounts
10

ContactClients

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Individual Clients
95
AUM
$43M
HNW Individual Clients
47
AUM
$76.1M
Charitable Organization Clients
1
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTXWI

HandshakeAffiliates

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

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