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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, Sarasota, FL 34236-8000
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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.
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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
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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
Div of Securities & Investor Protection
675 Piper Blvd Unit 2
Naples, FL 34110-5703
Florida Office of Financial Regulation
101 E Gaines St
Tallahassee, FL 32399-6562
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 InformationPrincipal: Mr. Raul H. Elizalde (Managing Member)
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.