Path Financial, LLC

Path Financial, LLC (CRD# 146891) is a financial advisory firm headquartered in Sarasota, FL. They manage $18,000,000 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $367,347
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Path Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raul H. Elizalde
CRD#: 1573563
Sarasota, FL
93
Wealthminder
score

Raul Elizalde (CRD# 1573563) is an Investment Advisor Representative working at Path Financial, LLC in Sarasota, FL and has over 22 years of experience in the finance industry.

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