Gold Path Investment Group
RIAState Registered
Total AUM
$288K
Discretionary
$288K
100% of AUM
Avg account
$72K
Accounts
4
Employees
3
Advisory reps
1
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 is an independent, individually owned Registered Investment Adviser organized as a limited liability company. The firm focuses on serving individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its billing combines an assets‑under‑management fee with the option for hourly charges. The firm is not designated as a capital allocator in its snapshot, and it does not identify as an active ESG investor or a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities74%
- Investment Grade Corp Bonds15%
- US Government Bonds8%
- Cash & Cash Equivalents5%
- Other2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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