Great Path Planning
Firm details
- Headquarters
- Goshen, New York
- CRD number
- 284461
- Registered since
- September 2, 2020
- Website
- greatpathfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI95.73%
- Individuals2.47%
- Corporations / Businesses1.8%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Great Path Planning is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. The firm is owner-operated and targets individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and educational seminars. It also lists accounting among its business activities. Fee arrangements are non-revenue-based: clients are charged on an hourly or fixed-fee basis. The firm is not designated as a capital allocator and is not identified as an active ESG investor.
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
- Public Funds/Mutual Funds93%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
2 of 2
Christopher Pollard
PrincipalCRD 5603384
Bennett Kaplan
Financial PlannerCRD 7165167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$158M in ETFs
72%
$115M
21%
$43.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $18.9M | 51,101 | 11.94% |
Location
Goshen, NY
Orange
Location
Goshen, NY
Headquartered in Goshen, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Orange
- Address
- 12 Scotchtown Ave
- Time zone
- ET (UTC-5)
- Office locations
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