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).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    137
    ACCOUNTS
  • Average Account Value
    $91,190
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO

Financial Advisors at New Path Capital Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Ronald G. Bristol
CRD#: 2630382
325 Lake Dillon Drive, Suite 208, Dillon, CO 80435
93
Wealthminder
score

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.

2
Kevin P. McDonald
CRD#: 5410208
325 Lake Dillon Drive, Suite 208, Dillon, CO 80435
93
Wealthminder
score

Kevin McDonald (CRD# 5410208) is an Investment Advisor Representative working at New Path Capital Advisors in Dillon, CO and has over 10 years of experience in the finance industry.

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