PATHFINDER FINANCIAL SERVICES

PATHFINDER FINANCIAL SERVICES is an SEC-registered investment adviser (CRD 289125). Regulatory assets under management: $44.6M.

Registration

• CRD: 289125
• Type: Registered investment adviser
• Phone: 903-436-0029
• Latest filing: 2026-06-04
• Regulatory AUM: $44.6M
• Discretionary AUM: $43.8M
• Non-discretionary AUM: $766K
• Clients: 2
• Accounts: 286

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289125 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search