CRD: 165340
Nandi Pathefinder & Flourish Financial Group
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-22-2013
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 34 clients, or 34 clients per representative. That equates to $121.1K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Nandi Pathefinder & Flourish Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NANDI PATHEFINDER
Registered Investment Advisor
- CRD
- #5064515
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Nandi Pathefinder & Flourish Financial Group has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.