BBB Accredited Business Profile

Path Financial, LLC

Path Financial, LLC

(941) 350-7904

Path Financial, LLC

9 years in business
1990 Main St Ste 750
Sarasota, FL 34236-8000
BBB File Opened: 10/05/2010
Business Started: 03/18/2008
Business Incorporated: 03/04/2008 in FL
Type of Entity
Limited Liability Company (LLC)
Contact Information
  • Principal: Mr. Raul H. Elizalde, Managing Member
Business Category
  • Financial Services
  • Investment Advisory Services
  • Retirement Planning Services
  • Investment Management

Additional Information
  • 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.
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.
Licensing, Bonding or Registration
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 accredited 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.

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BBB Reason for Ratings

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

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Path Financial, LLC

Path Financial, LLC


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