Gold Path Investment Group

RIASEC Registered
Total AUM
$288K
Discretionary
$288K
100% of AUM
Avg account
$72K
Accounts
4
Employees
3
Advisory reps
1

Firm details

Headquarters
,
CRD number
324590
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Gold Path Investment Group is an independent, individually owned Registered Investment Adviser organized as a limited liability company. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its billing combines an assets‑under‑management fee with the option for hourly charges. The firm is not designated as a capital allocator in its snapshot, and it does not identify as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 74%, Investment Grade Corp Bonds 15%, US Government Bonds 8%, Cash & Cash Equivalents 5%, Other 2%, Non-Investment Grade Corp Bonds 1%74%
  • Exchange Traded Equities74%
  • Investment Grade Corp Bonds15%
  • US Government Bonds8%
  • Cash & Cash Equivalents5%
  • Other2%

Owners & executives

1 of 1
  • Kunal Gupta

    Kunal Gupta

    CEO and FounderCRD 7422088

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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