PATHFINDER ADVISORY, INC.
Total AUM
$121.4M
Employees
5Clients
143Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6981 REDANSA DR
ROCKFORD
IL 61108
United States
ROCKFORD
IL 61108
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
815.399.9806
Financials
Total AUM
$121.4M
Accounts
145Discretionary
$115.7M
Accounts
135Non-Discretionary
$5.7M
Accounts
10
Clients
Individual Clients
95AUM
$43M
HNW Individual Clients
47AUM
$76.1M
Charitable Organization Clients
1AUM
$2.3M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
ILTXWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.