$44.6M Total AUM
$43.8M Disc. AUM
-- 3Y CAGR
2 Employees
107 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum crestPioneer
- Established Date
- 09-06-2017
- Office Locations
- 1
Office Locations
-- Wildwood MO
About Pathfinder Financial Services
Pathfinder Financial Services provides personalized financial planning and investment strategy for individuals and families, with an emphasis on retirement readiness and navigating life transitions. The team builds tailored roadmaps to help clients grow and preserve wealth, protect family goals, and align long-term objectives. Registered in MO, FL, NM, and TX.
Team overview
52 AVG AGE
$44.6M AVG AUM / ADVISOR
$416.6K AVG AUM / CLIENT
8.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Element zenith Vertex Quantum Summit value
Client Personas
Beacon pathway
Custodian
Capital meridian Meridian Summit Summit focus
Investment Themes
Legacy Fusion
Investment Vehicles
Optima wave Summit Vertex
Services
North eagle Element Oak Alpha glacier Summit Bridge Ember Alpha
Technology
Ember Foundation
Owner & Executives
STEPHANIE C CALDERAS
Chief Compliance Officer, Managing Member, President, Vice President
- CRD
- #4928264
- Ownership
- 75% or more
(879) 921-2265
bridge.prime@bridgecapital.com
in linkedin.com/in/atlas-pioneer
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,815,235 | -- |
| Non-Discretionary | $765,945 | -- |
| Total | $44,581,180 | -- |
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Separately Managed Accounts
Total SMA Asset: $44,581,180
Public Funds:
10.5% Equity - Exchange:
11.6% U.S. Government/Agency:
30.3% Cash:
9.2% Other:
38.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $751,002,036 | 10.5% |
| Equity - Exchange | $829,678,440 | 11.6% |
| U.S. Government/Agency | $2,167,177,305 | 30.3% |
| Cash | $658,020,832 | 9.2% |
| Other | $2,746,521,733 | 38.4% |
| Total | $7,152,400,346 | 100.0% |