Clearpath Capital Partners LLC

Clearpath Capital Partners LLC (CRD# 111756) is a financial advisory firm headquartered in , . They manage $175,983,413 in 271 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    176
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $649,385
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Clearpath Capital Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Paul J. Boyd
CRD#: 1745529
Carnelian Bay, CA

Paul Boyd (CRD# 1745529) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in Carnelian Bay, CA and has over 36 years of experience in the finance industry.

2
Nathaniel R. Lane
CRD#: 1727948
Menlo Park, CA

Nathaniel Lane (CRD# 1727948) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in Menlo Park, CA and has over 36 years of experience in the finance industry.

3
Troy S. Larson
CRD#: 2977125
Keller, TX

Troy Larson (CRD# 2977125) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in Keller, TX and has over 26 years of experience in the finance industry.

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