Path Financial, LLC
Path Financial, LLC (CRD# 146891) is a financial advisory firm headquartered in Sarasota, FL. They manage $33,000,000 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts61ACCOUNTS
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Average Account Value$540,984
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Path Financial, LLC
1
Raul Elizalde (CRD# 1573563) is an Investment Advisor Representative working at Path Financial, LLC in Sarasota, FL and has over 29 years of experience in the finance industry.
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