PATH DIGITAL ADVISORS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 312983
- Registered since
- June 4, 2021
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Path Digital Advisors, LLC is a limited liability company that specializes in portfolio management for individual and family clients. Established in 2021, the firm operates under a fee structure based on a percentage of assets under management. While it does not classify itself as a capital allocator or an active ESG investor, it focuses on providing tailored investment solutions to its clients. The firm is not a multi-state adviser and has not received any industry accolades or awards.
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
- Other100%
Owners & executives
3 of 3ALAN ESCHWEILER
Chief Operating OfficerCRD 6480600
AARON ALSOP
Chief Product OfficerCRD 7711142
JOEL BIRCH
Founder & CEOCRD 7346545
Contacts
1 of 1STEPHEN BEAVIS
CCOCRD 7346531
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 444 W Lake St
- Time zone
- CT (UTC-6)
- Office locations
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