Off The Beaten Path Financial
Off The Beaten Path Financial (CRD# 323401) is a financial advisory firm headquartered in , . They manage $635,021 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Off The Beaten Path Financial
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts12ACCOUNTS
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Average Account Value$52,918
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT
Financial Advisors at Off The Beaten Path Financial
1
Ryan Sullivan (CRD# 7635801) is an Investment Advisor Representative working at Off The Beaten Path Financial in Wilsall, MT and has 1 year of experience in the finance industry.
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