NARROW PATH GUIDANCE, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
EAST HAMPTON, Connecticut
CRD number
338470
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Narrow Path Guidance, LLC operates as a limited liability company, focusing primarily on providing financial planning services. The firm does not engage in capital allocation and is not classified under any specific category within the financial services industry. It operates on a fee structure that includes hourly charges and fixed fees, catering to a diverse client base. While the firm does not actively pursue ESG investments, it maintains affiliations with accounting professionals, indicating a potential for integrated financial and tax planning services.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

2 of 2
  • HEIDI SERRA

    CRD 7181152

  • RAYMOND SERRA

    Partner, OwnerCRD 1325745

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

EAST HAMPTON, CT

MIDDLESEX

Location

EAST HAMPTON, CT

Headquartered in EAST HAMPTON, CT, anchoring the Hartford-East Hartford, CT metro in the Northeast.

Metro area
Hartford-East Hartford, CT
Region
Northeast
County
MIDDLESEX
Address
11 W High St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth