GREAT PATH PLANNING
Firm details
- Headquarters
- GOSHEN, New York
- CRD number
- 284461
- Registered since
- September 2, 2020
- Website
- greatpathfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI95.73%
- Individuals2.47%
- Corporations / Businesses1.8%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Great Path Planning is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm serves individuals and families and is owned by an individual principal. Its advisory offering centers on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm bills using hourly and fixed-fee arrangements and is also identified with accounting-related business activities, which suggests integration of tax or accounting expertise into its client work. Great Path Planning does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds93%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
2 of 2CHRISTOPHER POLLARD
PrincipalCRD 5603384
Bennett Kaplan
Financial PlannerCRD 7165167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 51Active vs passive
$142M in ETFs
73%
$103M
21%
$38.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $16.3M | 50,858 | 11.47% |
Location
GOSHEN, NY
ORANGE
Location
GOSHEN, NY
Headquartered in GOSHEN, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- ORANGE
- Address
- 12 Scotchtown Ave
- Time zone
- ET (UTC-5)
- Office locations
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