PATHFINDER WEALTH MANAGEMENT, INC.
Legal name: PATHFINDER ADVISORY, INC.
CRD #122768 SEC #801-63573 ROCKFORD, IL 815.399.9806
SEC Registered Disclosures
Total AUM
$14.2M
Discretionary
$14.2M
Employees
1
Clients
101
Accounts
194
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $14.2M | $14.2M | $0 | 1 | 300 |
| Aug 2011 | $15.5M | $15.5M | $0 | 5 | -- |
| May 2011 | $18.2M | $18.2M | $0 | 5 | -- |
| Mar 2011 | $18.2M | $18.2M | $0 | 5 | -- |
| Mar 2010 | $42.8M | $42.8M | $0 | 5 | -- |
| Mar 2009 | $37.2M | $37.2M | $0 | 5 | -- |
| Mar 2008 | $45M | $45M | $0 | 5 | -- |
| Mar 2007 | $41.5M | $41.5M | $0 | 5 | -- |
| Mar 2006 | $39.4M | $39.4M | $0 | 5 | -- |
DateFeb 2012
Total AUM$14.2M
Discretionary$14.2M
Non-Disc.$0
Employees1
Clients300
DateAug 2011
Total AUM$15.5M
Discretionary$15.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$18.2M
Discretionary$18.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$42.8M
Discretionary$42.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$37.2M
Discretionary$37.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$45M
Discretionary$45M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$39.4M
Discretionary$39.4M
Non-Disc.$0
Employees5
Clients--