New Path Capital Advisors
New Path Capital Advisors (CRD# 145041) is a financial advisory firm headquartered in Dillon, CO. They manage $12,493,000 in 137 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts137ACCOUNTS
Average Account Value$91,190
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
Ronald Bristol (CRD# 2630382) is an Investment Advisor Representative working at New Path Capital Advisors in Dillon, CO and has over 14 years of experience in the finance industry.
Kevin McDonald (CRD# 5410208) is an Investment Advisor Representative working at New Path Capital Advisors in Dillon, CO and has over 9 years of experience in the finance industry.