firm profile
Pathfinder Advisory, Inc.
Overview
Pathfinder Advisory, Inc. is an SEC registered investment adviser based in Rockford, IL, registered since 2011. It reports $121M in assets under management across 145 accounts, with 5 employees. It has 3 investment adviser representatives.
- Reported AUM
- $121M
- Discretionary
- 95%
- Accounts
- 145
- Average account
- $837K
- Employees
- 5
- Advisory reps
- 3
- Registered since
- 2011
- Jurisdictions
- 3
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 1 of 1
- Philip Aaron Guske President, Director, Chief Executive Officer CRD 4427682
Advisory reps 3 of 3
- Philip W Guske Insurance Agent · Investment Adviser Rep CRD 1137474
- Philip A Guske Insurance Agent · Investment Adviser Rep CRD 4427682
- Barbara A Lane Insurance Agent · Investment Adviser Rep CRD 3240667
Location
- Headquarters
- 6981 Redansa Dr
Rockford, IL 61108 - County
- Winnebago
- Metro area
- Rockford, IL
- Region
- Midwest
Registrations
- SEC registered
- Registered in 3 jurisdictions
- Website: pathfinderadvisory.com
Every state, with registration dates
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