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
By the Numbers
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Total Assets Under Management70MILLION
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Total Number of Accounts141ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH
Financial Advisors at Pathfinder Wealth Advisors LLC
1
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.
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