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⚲
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| Pathfinder Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 173676 |
| SEC # | 801-119941 |
| CIK # | |
| AUM | $69.9 MM (2024-03-15) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 216-533-0463 |
| Address | 6120 Parkland Blvd, Suite 225 Mayfield Heights, OH 44124 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 6.4 |
| (b) Individuals (high net worth individuals) | 26 | 63.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 141 | 69.9 |
| By Discretionary | ||
| Discretionary | 139 | 69.2 |
| Non-Discretionary | 2 | 0.7 |
| Total | 141 | 69.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 69.9 | |
| Total | 141 | 69.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
7 Streets Financial LLC
✚
|
CA | 0.1 |
|
Wealth Creation Management Group LLC
✚
|
NY | 0.1 |
|
Invictus Timing Service Ltd
✚
|
NY | 0.1 |
|
Mollot & Hardy Inc
✚
|
NY | 0.1 |
|
IA Private Wealth USA Inc
✚
|
0.1 | |
|
Maseco Asia Limited
✚
|
0.1 | |
|
Designer Technologies Inc
✚
|
TX | 0.1 |
|
Brave Eagle Wealth Management LLC
✚
|
NY | 0.1 |
|
Bespoke Investment Group LLC
✚
|
NY | 0.1 |
|
Savicki Capital LLC
✚
|
NY | 0.1 |