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
- HNWI78.26%
- Individuals21.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Propath Financial is an independent registered investment advisor structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of services including financial planning, portfolio management for individuals and small businesses, and the publication of newsletters. Propath Financial does not engage in capital allocation and is not classified as a multi-state adviser. The firm operates under a fee structure that includes a percentage of assets under management and fixed fees, emphasizing a personalized approach to wealth management.
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%
- Cash & Cash Equivalents4%
- US Government Bonds1%
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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