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PATH FINANCIAL, LLC
CRD 146891
1990 MAIN STREET #750, SARASOTA, FL, 34236, United States
Phone
941-350-7904
Fax
941-296-7375
Registration
— (—)
Source
State registered
Total AUM
$40.0M
Discretionary AUM
$37.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $13.0M |
| High net worth individuals | 12 | $22.0M |
| Corporations/business entities | 3 | $5.0M |
All web addresses on file
Official SEC filing: View on IAPD