Shorepath Capital Management LLC

Shorepath Capital Management LLC (CRD# 286125) is a financial advisory firm headquartered in Park City, UT. They manage $124,000,000 in 9 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1389 Center Drive, Suite 200, Park City, UT 84098
http://www.shorepathcap.com
By the Numbers
  • Total Assets Under Management
    124
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $13,777,778
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, NC, UT

Financial Advisors at Shorepath Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patrick Wallace, financial advisor Park City UT
Patrick S. Wallace
CRD#: 2199783
1389 Center Drive, Suite 200, Park City, UT 84098

Patrick Wallace (CRD# 2199783) is an Investment Advisor Representative working at Shorepath Capital Management LLC in Park City, UT and has over 32 years 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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