Narrow Path Financial Inc.

Narrow Path Financial Inc. (CRD# 173480) is a financial advisory firm headquartered in , . They manage $39,852,294 in 246 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://narrowpathfinancial.net
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    246
    ACCOUNTS
  • Average Account Value
    $162,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Narrow Path Financial Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Donald Dority, financial advisor Fort Collins CO
Donald O. Dority
CRD#: 6406610
Fort Collins, CO

Donald Dority (CRD# 6406610) is an Investment Advisor Representative working at Narrow Path Financial Inc. in Fort Collins, CO and has 1 year of experience in the finance industry.

2
Julia Apodaca, financial advisor Fort Collins CO
Julia M. Apodaca
CRD#: 7111646
Fort Collins, CO

Julia Apodaca (CRD# 7111646) is an Investment Advisor Representative working at Narrow Path Financial Inc. in Fort Collins, CO and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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