CRD: 165340
Nandi Pathefinder & Flourish Financial Group
$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-22-2013
- Office Locations
- 1
Office Locations
-- Eugene OR
About Nandi Pathefinder & Flourish Financial Group
Portland-based Nandi Pathefinder operates Flourish Financial Group (RIA) alongside CMN Insurance, providing retail clients with financial and investment planning plus insurance and life insurance solutions. The firm notes asset-allocation work with ESG/socially responsible themes and uses Charles Schwab & Company as a custodian. Website is currently being relaunched; updates are shared via its contact form.
Team overview
-- AVG AGE
$4.1M AVG AUM / ADVISOR
$121.1K AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Custodian
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Investment Themes
Available
Investment Vehicles
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Services
Available
Technology
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Owner & Executives
N
NANDI PATHEFINDER
--
- CRD
- #5064515
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,116,809 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,116,809 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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