Right Path Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 310268
- Website
- www.rightpathfi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Right Path Financial LLC operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management primarily for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. As a capital allocator, Right Path Financial LLC engages in selecting other advisers to enhance its investment offerings. The firm does not actively pursue ESG investing and is not affiliated with any multi-state advisory practices.
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
- Public Funds/Mutual Funds100%
Contacts
1 of 1
David Johnson
OwnerCRD 5251988
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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