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
https://www.obpfinancial.com/
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MT

Financial Advisors at Off The Beaten Path Financial
Showing 1 - 1 of 1 top financial advisors.
1
Ryan Sullivan, financial advisor Wilsall MT
Ryan Sullivan
CRD#: 7635801
Wilsall, MT

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.

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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