Equal Path Investments
Firm details
- Headquarters
- Tacoma, Washington
- CRD number
- 329289
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI82.4%
- Individuals17.6%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Equal Path Investments is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individuals and families through a mix of financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. It charges fixed fees for its services and identifies as an active ESG investor, which appears to influence manager selection and portfolio construction. Equal Path is not set up as a capital allocator and does not serve as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds89%
- Exchange Traded Equities6%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Carlie Ransom
Co-Founder and Chief Compliance OfficerCRD 6571780
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Tacoma, WA
Pierce
Location
Tacoma, WA
Headquartered in Tacoma, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- Pierce
- Address
- 539 Broadway
- Time zone
- PT (UTC-8)
- Office locations
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