BBB Business Review

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BBB Accredited Business since 05/04/2012

Path Financial, LLC

Phone: (941) 350-7904Fax: (941) 296-73751990 Main St Ste 750, SarasotaFL 34236-8000FacebookTwitterGoogle+

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Description

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.

BBB Accreditation

A BBB Accredited Business since 05/04/2012

BBB has determined that Path Financial, LLC meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.

Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that raised Path Financial, LLC's rating include:

  • Length of time business has been operating.
  • No complaints filed with BBB.

Customer Complaints Summary

0 complaints closed with BBB in last 3 years | 0 closed in last 12 months
Complaint TypeTotal Closed Complaints
Advertising / Sales Issues0
Billing / Collection Issues0
Problems with Product / Service0
Delivery Issues0
Guarantee / Warranty Issues0
Total Closed Complaints 0

Customer Reviews Summary Read customer reviews

0 Customer Reviews Customer Reviews on Path Financial, LLC

Customer Experience Total Customer Reviews
Positive Experience
Neutral Experience
Negative Experience
Total Customer Reviews 0 Customer Reviews

Additional Information

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BBB file opened: 10/05/2010Business started: 03/18/2008
Licensing, Bonding or Registration

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

These agencies may include:

Sarasota County Tax Collector - Business Tax
101 S Washington Blvd
Sarasota, FL 34236-6940
(941) 861-8300
http://www.SarasotaTaxCollector.com

Div of Securities & Investor Protection
675 Piper Blvd Unit 2
Naples, FL 34110-5703
(800) 342-2762

Florida Office of Financial Regulation
101 E Gaines St
Tallahassee, FL 32399-6562
(850) 487-9687
http://www.flofr.com

BBB records show a license number of 990010101862 for this company, issued by Sarasota County Tax Collector - Business Tax. Their web address is http://www.SarasotaTaxCollector.com.

Type: County Business Tax Receipt

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

Type: Securities License

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

Type: Securities License

BBB records show a license number of IA0904107 for this company, issued by Florida Office of Financial Regulation. Their web address is http://www.flofr.com.

Type: Dept of Financial Services

Type of Entity

Limited Liability Company

Contact Information
Principal: Mr. Raul H. Elizalde (Managing Member)
Business Category

Financial Services, Financial Advisors, Retirement Planners, Investment Management

Products & 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.

Hours of Operation

By appointment only

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.

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.

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What is a BBB Business Review?

We offer free reviews on businesses that include background, licensing, consumer experience and other information such as governmental actions that is known to BBB. These reviews are provided for businesses that are BBB accredited and also for businesses that are not BBB accredited.

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BBB Reporting Policy

As a matter of policy, BBB does not endorse any product, service or business.

BBB Business Reviews are provided solely to assist you in exercising your own best judgment. Information in this BBB Business Review is believed reliable but not guaranteed as to accuracy.

BBB Business Reviews generally cover a three-year reporting period. BBB Business Reviews are subject to change at any time.