Pathfinder Planning LLC

Pathfinder Planning LLC (CRD# 154713) is a financial advisory firm headquartered in , . They manage $227,370 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $113,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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.

NC, SC

Financial Advisors at Pathfinder Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Pamela J. Horack
CRD#: 3172152
Lake Wylie, SC
93
Wealthminder
score

Pamela Horack (CRD# 3172152) is an Investment Advisor Representative working at Pathfinder Planning LLC in Lake Wylie, SC and has over 17 years of experience in the finance industry.

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