Pathfinder Financial Services, LLC

Pathfinder Financial Services, LLC (CRD# 129391) is a financial advisory firm headquartered in , . They manage $66,790,930 in 130 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.pathfinderfs.com
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $513,776
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Pathfinder Financial Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Jacobs, financial advisor Kailua HI
David B. Jacobs
CRD#: 4732139
Kailua, HI

David Jacobs (CRD# 4732139) is an Investment Advisor Representative working at Pathfinder Financial Services, LLC in Kailua, HI and has over 20 years of experience in the finance industry.

2
Katherine Jacobs, financial advisor Kailua HI
Katherine Jacobs
CRD#: 7553358
Kailua, HI

Katherine Jacobs (CRD# 7553358) is an Investment Advisor Representative working at Pathfinder Financial Services, LLC in Kailua, HI and has 1 year 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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