Pathfinder Wealth Advisors LLC

Pathfinder Wealth Advisors LLC (CRD# 173676) is a financial advisory firm headquartered in Mayfield Heights, OH. They manage $69,876,113 in 141 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6120 Parkland Blvd., Suite 225, Mayfield Heights, OH 44124
https://www.pathfinder-wealth.com
By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $495,575
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Pathfinder Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Josephine Trotta, financial advisor Independence OH
Josephine L. Trotta
CRD#: 4371755
6100 Oak Tree Blvd., Suite 200, Independence, OH 44131

Josephine Trotta (CRD# 4371755) is an Investment Advisor Representative working at Pathfinder Wealth Advisors LLC in Independence, OH and has over 22 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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