MY INVESTMENT PATH

MY INVESTMENT PATH of CORAL GABLES, FL is an SEC-registered investment adviser (CRD 329641). Regulatory assets under management: $2.5M.

Registration

• CRD: 329641
• Type: Registered investment adviser
• Location: 2525 PONCE DE LEON, CORAL GABLES, FL, 33136
• Phone: 305-490-4413
• Latest filing: 2026-05-21
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.4M
• Non-discretionary AUM: $66K
• Clients: 2
• Accounts: 12

Business model

Compensation: % of AUM, Fixed, Commissions.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329641 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search