Path Financial, LLC

Path Financial, LLC (CRD# 146891) is a financial advisory firm headquartered in Sarasota, FL. They manage $33,000,000 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1990 Main Street, Suite 750, Sarasota, FL 34236
https://www.pathfinancial.net
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $540,984
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
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 Elizalde, financial advisor Sarasota FL
Raul H. Elizalde
CRD#: 1573563
Sarasota, FL

Raul Elizalde (CRD# 1573563) is an Investment Advisor Representative working at Path Financial, LLC in Sarasota, FL and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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