Great Path Planning

Great Path Planning (CRD# 284461) is a financial advisory firm headquartered in Goshen, NY. They manage $113,659,557 in 240 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $473,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Great Path Planning
Showing 1 - 1 of 1 top financial advisors.
1
Christopher C. Pollard
CRD#: 5603384
10 Matthews Street, Lower Level, Goshen, NY 10924

Christopher Pollard (CRD# 5603384) is an Investment Advisor Representative working at Great Path Planning in Goshen, NY and has over 15 years of experience in the finance industry.

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