Narrow Path Financial Inc.

Overview

Narrow Path Financial Inc. is an independent registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm operates under an owner who is an individual and combines advisory work with accounting services. Its advisory practice centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include a percentage-of-assets model alongside hourly billing. Investment activity is concentrated in publicly available pooled products—primarily mutual funds and similar public funds—while the firm supplements core allocations with select alternative exposures. Narrow Path Financial Inc. does not self-identify as an active ESG investor and manages its business from a single office rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices