PATHFINDER FINANCIAL SERVICES, LLC

PATHFINDER FINANCIAL SERVICES, LLC is an SEC-registered investment adviser (CRD 129391). Regulatory assets under management: $89.7M.

Registration

• CRD: 129391
• Type: Registered investment adviser
• Phone: 808-728-4396
• Latest filing: 2026-03-18
• Regulatory AUM: $89.7M
• Non-discretionary AUM: $89.7M
• Clients: 2
• Accounts: 136

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129391 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search