Pathfinder Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 154713
- Custodians
- CHARLES SCHWAB & CO., INC., BETTERMENT
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.57%
- Individuals41.43%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pathfinder Planning LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and manager-selection services, and it acts as a capital allocator—placing client capital with third-party managers when appropriate. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Pathfinder does not report active ESG investing as part of its approach. The adviser is not identified as a multi-state adviser in the source data, and its SEC registration year is not listed.
Assets & Accounts
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
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Contacts
3 of 3
Pamela Horack
FounderCRD 3172152
Aaron Salmon
Director of Investment StrategiesCRD 3072735
Karina Moretz
Lead AdvisorCRD 8218629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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