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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier insight
- Established Date
- 06-11-2008
- Office Locations
- 1
Office Locations
About Path Financial, LLC
Path Financial, LLC is a Sarasota, FL registered investment adviser serving individuals, families, trusts and retirement accounts from early-career through retirement. The firm manages portfolios with a strong emphasis on minimizing risk, often using ETFs and high-quality fixed income exposures. Founder/CIO Raul Elizalde is a former Wall Street strategist and Forbes.com columnist who has published a free investment newsletter since 2008.
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Owner & Executives
RAUL HORACIO ELIZALDE
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #1573563
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,400,000 | -- |
| Non-Discretionary | $2,600,000 | -- |
| Total | $40,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $40,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $523,310,056 | 8.7% |
| U.S. Government/Agency | $1,419,553,715 | 23.6% |
| Corporate - Investment Grade | $372,933,603 | 6.2% |
| Municipal Bonds | $1,816,547,550 | 30.2% |
| Public Funds | $1,046,620,112 | 17.4% |
| Cash | $836,093,078 | 13.9% |
| Total | $6,015,058,114 | 100.0% |