Propath Financial
Firm details
- Headquarters
- ,
- CRD number
- 305914
- Website
- www.propathfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI81.41%
- Individuals18.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Propath Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on advising individuals and families, offering financial planning and portfolio management for individuals and small businesses alongside client education through newsletters and seminars. Compensation is a mix of asset-based fees and fixed fees. Propath does not market itself as an ESG investor, a multi-state adviser, or a pension consultant, and it does not act as a capital allocator.
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 Equities90%
- Non-Exchange Traded Equities5%
- US Government Bonds4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Thatcher Taylor
OwnerCRD 5746651
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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