Off the Beaten Path Financial
RIASEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
100% of AUM
Avg account
$80.3K
Accounts
76
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 323401
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals56.11%
- HNWI43.89%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Off the Beaten Path Financial is an independent, individually owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and consulting around pension matters. Its fee arrangements include percentage-of-assets, hourly billing, and fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi-state advisory platform.
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 Equities94%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Contacts
1 of 1
Ryan Sullivan
Financial EngineerCRD 7635801
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations