PROPATH FINANCIAL

PROPATH FINANCIAL is an SEC-registered investment adviser (CRD 305914). Regulatory assets under management: $46.0M.

Registration

• CRD: 305914
• Type: Registered investment adviser
• Phone: 435-238-0603
• Latest filing: 2025-05-06
• Regulatory AUM: $46.0M
• Discretionary AUM: $46.0M
• Clients: 1
• Accounts: 144

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305914 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search