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          Business Profile

          Financial Services

          Path Financial, LLC
          BBB accredited business seal
          BBB Accredited BusinessA+Rated by BBB
          Visit Website(941) 350-7904

          About

          Overview

          Path Financial, LLC

          1990 Main St Ste 750

          Sarasota, FL 34236-8000

          Get DirectionsService Area

          BBB Accredited Since: 5/4/2012

          Years in Business: 16

          Business Licenses

          BBB Accreditation & Rating

          Path Financial, LLC is BBB Accredited.

          BBB accredited business seal

          This business has committed to upholding the BBB Standards for Trust.

          Why choose a BBB Accredited Business?

          About This Business

          We manage investment portfolios for a broad range of individual, family, trust and retirement accounts, with objectives that range from long-term total returns to income generation depending on each client's needs.

          Products and Services

          We manage client accounts that are in custody at large broker-dealers such as Charles Schwab or Fidelity. Our management fees are based solely on the size of our client accounts. We focus on highly-liquid securities and we don't sell annuities.

          Business Details

          Local BBB:
          BBB of West Florida
          BBB File Opened:
          10/5/2010
          Business Started:
          3/18/2008
          Business Incorporated:
          3/4/2008
          Type of Entity:
          Limited Liability Company (LLC)

          Additional Contact Information

          Principal Contacts
          Mr. Raul H. Elizalde, Managing Member
          Customer Contacts
          Mr. Raul H. Elizalde, Managing Member
          Fax numbers
          Primary Fax: (941) 296-7375
          Social Media

          Licensing information

          This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

          BBB records show a license number of CRD1573563 for this business, issued by Div of Securities & Investor Protection

          Div of Securities & Investor Protection

          675 Piper Blvd Unit 2

          Naples FL 34110

          (800) 342-2762

          BBB records show a license number of 146891 for this business, issued by Div of Securities & Investor Protection

          Div of Securities & Investor Protection

          675 Piper Blvd Unit 2

          Naples FL 34110

          (800) 342-2762

          BBB records show a license number of IA0904107 for this business, issued by Florida Office of Financial Regulation. The expiration date of this license is 12/31/2024.

          Florida Office of Financial Regulation

          101 E Gaines St

          Tallahassee FL 32399

          (850) 487-9687Website

          Additional Information

          Refund and Exchange Policy
          We charge fees quarterly, in advance, based on the value of managed assets. We do not prorate charges upon deposits or withdrawals during the quarter, but we refund the unused fee portion whenever a client wishes to cancel the management contract.
          Business Categories
          Financial Services, Retirement Planning Services, Investment Advisory Services, Investment Management

          Industry Tip

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          BBB Tip: How to shop for financial services

          More Resources

          BBB Reports On: Known Marketplace PracticesOverview of Ratings

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