YOUR PATH FI

YOUR PATH FI is an SEC-registered investment adviser (CRD 326564). Regulatory assets under management: $27.2M.

Registration

• CRD: 326564
• Type: Registered investment adviser
• Phone: 484-207-0353
• Latest filing: 2026-02-03
• Regulatory AUM: $27.2M
• Discretionary AUM: $27.2M
• Clients: 1
• Accounts: 47

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 326564 on SEC IAPD (source of record)
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