OPEN PATH FINANCIAL

OPEN PATH FINANCIAL of GOLETA, CA is an SEC-registered investment adviser (CRD 329943).

Registration

• CRD: 329943
• Type: Registered investment adviser
• Location: 5661 EKWILL ST., GOLETA, CA, 93117-3943
• Phone: 805-335-1015
• Latest filing: 2026-03-29
• Clients: 1

Business model

Compensation: Hourly.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329943 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search