Path Financial, LLC

Overview

Path Financial, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Path Financial is not identified as an active ESG investor, and the firm does not operate as a capital allocator to third‑party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives