SUNPATH FINANCIAL

Overview

Sunpath Financial operates as an independent registered investment advisor (RIA) focused on providing a range of financial services to individuals and families. The firm engages in various advisory activities, including financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Additionally, Sunpath Financial conducts educational seminars and workshops, aiming to enhance clients' understanding of financial matters. The firm is structured as a corporation and is owned by an individual, emphasizing a personalized approach to client relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices