RIA Intel›Advisers›Hawaii›PATHFINDER FINANCIAL SERVICES, LLC

PATHFINDER FINANCIAL SERVICES, LLC

Advisory

HI

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in HI

#35

of 51 advisers by AUM

Average account

$660K

across 136 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$90M

Discretionary AUM$0

Non-Discretionary AUM$90M

Discretionary %0%

Total Clients38

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InHI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

38 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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