PATHFINDER WEALTH ADVISORS LLC

PATHFINDER WEALTH ADVISORS LLC of MAYFIELD HEIGHTS, OH is an SEC-registered investment adviser (CRD 173676). Regulatory assets under management: $95.2M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (3)

NameRoleLocation
MCCANDLESS MARK JOSEPHPRESIDENT AND CHIEF COMPLIANCE OFFICER
TROTTA JOSEPHINE LASPINACHIEF INVESTMENT OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER & CHIEF INVESTMENT OFFICER
McCandless Leona MaryTRUSTEE - MARK J. MCCANDLESS RESTATEMENT OF TRUST DTD 7/21/2011

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