Gold Path Investment Group
Firm details
- Headquarters
- ,
- CRD number
- 324590
- Website
- goldpathinvestmentgroup.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Gold Path Investment Group operates as an independent registered investment advisor (RIA) and focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. It caters primarily to individual and family clients, utilizing a fee structure based on a percentage of assets under management (AUM) and hourly charges. The firm does not engage in capital allocation or pension consulting, nor does it actively pursue ESG investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Investment Grade Corp Bonds15%
- Cash & Cash Equivalents15%
- US Government Bonds14%
- Non-Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Kunal Gupta
CEO and FounderCRD 7422088
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations