Smart Path Wealth Management, LLC
Smart Path Wealth Management, LLC (CRD# 283020) is a financial advisory firm headquartered in Pleasanton, CA. They manage $2,867,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management3MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$168,647
- 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
Palbir Nijjar (CRD# 6624117) is an Investment Advisor Representative working at Smart Path Wealth Management, LLC in Pleasanton, CA and has over 2 years of experience in the finance industry.