P
$89.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
38 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-06-2004
- Office Locations
- 2
Office Locations
-- Culver City CA
-- Kailua HI
About Pathfinder Financial Services, LLC
Pathfinder Financial Services, LLC is a fee-only, fiduciary financial planning firm led by David Jacobs, serving clients nationwide with concierge-level guidance through major life transitions. The practice combines comprehensive planning (including tax, estate and insurance considerations) with risk-focused asset allocation and portfolio implementation using ETFs and mutual funds, custodied at Charles Schwab.
Team overview
43 AVG AGE
$44.9M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
13.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID B JACOBS
President
- CRD
- #4732139
- Ownership
- 75% or more
Available
Available
Available
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Katherine Jacobs
Paraplanner
- CRD
- #7553358
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $89,713,853 | -- |
| Total | $89,713,853 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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