# PLANPATH FINANCIAL

PLANPATH FINANCIAL of MARQUETTE, MI is an SEC-registered investment adviser.

## Registration

- CRD: 330175
- Type: SEC-registered investment adviser
- Location: 708 CHIPPEWA SQUARE #9, MARQUETTE, MI, 49855
- Phone: (906) 261-0097
- Latest filing: 2026-03-25
- Regulatory AUM: $1.3M
- Discretionary AUM: $1.3M
- Clients: 2
- Accounts: 12

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330175/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330175/similar
- Related entities: https://search.stillhousedata.com/firm/330175/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330175

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.