Narrow Path Financial Inc.
Narrow Path Financial Inc. (CRD# 173480) is a financial advisory firm headquartered in , . They manage $6,411,006 in 48 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts48ACCOUNTS
Average Account Value$133,563
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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. Donald Dority has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.