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).
Current Firm Details
By the Numbers
-
Total Assets Under Management114MILLION
-
Total Number of Accounts240ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Great Path Planning
1
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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.