NARROW PATH GUIDANCE, LLC
Firm details
- Headquarters
- EAST HAMPTON, Connecticut
- CRD number
- 338470
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2HEIDI SERRA
CRD 7181152
RAYMOND SERRA
Partner, OwnerCRD 1325745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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