Your Path Financial LLC

Overview

Your Path Financial LLC is a small, owner-operated RIA that serves individual and family clients on a fee‑for‑assets basis. The firm acts as a capital allocator, running discretionary portfolios and arranging access to outside managers when a specific capability is needed. Core advisory services include portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting support and selection of other advisers. The firm is not an active ESG investor and does not operate as a multi‑state adviser; its structures and service mix point to a boutique, high‑touch model focused on a few relatively large client relationships. Investment activity appears fund‑centric: the firm favors pooled public funds and mutual funds as the primary vehicle for client exposure, while also using third‑party managers for alternative allocations. Fee billing is a percentage of AUM, and client relationships are managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices