RIGHT PATH FINANCIAL LLC

RIGHT PATH FINANCIAL LLC is an SEC-registered investment adviser (CRD 310268). Regulatory assets under management: $4.8M.

Registration

• CRD: 310268
• Type: Registered investment adviser
• Phone: 763-258-9656
• Latest filing: 2024-11-06
• Regulatory AUM: $4.8M
• Non-discretionary AUM: $4.8M
• Clients: 1
• Accounts: 102

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310268 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search