Path Financial, LLC
Firm details
- Headquarters
- Sarasota, Florida
- CRD number
- 146891
- Website
- www.pathfinancial.net
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55%
- Individuals32.5%
- Corporations / Businesses12.5%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Path Financial, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm provides financial planning and portfolio management primarily for individuals, families and small-business clients, and it also serves some institutional relationships. Compensation is a mix of AUM-based fees and fixed fees. Path Financial does not position itself as a capital allocator or pension consultant, is not organized as a multi-state adviser, and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities36%
- State & Local Bonds28%
- Investment Grade Corp Bonds19%
- US Government Bonds11%
- Public Funds/Mutual Funds2%
Owners & executives
1 of 1
Raul Elizalde
President, CIOCRD 1573563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sarasota, FL
Sarasota
Location
Sarasota, FL
Headquartered in Sarasota, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 1990 Main St
- Time zone
- ET (UTC-5)
- Office locations
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