Pathfinder Planning LLC
Pathfinder Planning LLC (CRD# 154713) is a financial advisory firm headquartered in , . They manage $16,357,460 in 97 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Pathfinder Planning LLC
By the Numbers
-
Total Assets Under Management16MILLION
-
Total Number of Accounts97ACCOUNTS
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Average Account Value$168,634
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC
Financial Advisors at Pathfinder Planning LLC
1
Pamela Horack (CRD# 3172152) is an Investment Advisor Representative working at Pathfinder Planning LLC in Lake Wylie, SC and has over 25 years of experience in the finance industry.
2
Aaron Salmon (CRD# 3072735) is an Investment Advisor Representative working at Pathfinder Planning LLC in Charlotte, NC and has over 25 years of experience in the finance industry.
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