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Building 2PATHFINDER ADVISORY, INC.

Map pinROCKFORD, IL
Phone815.399.9806
NotebookSEC #801-63573
Total AUM
$14.2M
Employees
3
Clients
0

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
8:30 AM - 4:30 PM
Monday - Friday
Phone
815.399.9806

ReceiptFinancials

Total AUM
$14.2M
Accounts
194
Discretionary
$14.2M
Accounts
194
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
INWI

HandshakeAffiliates

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

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