Stonepath Wealth Management, LLC
Stonepath Wealth Management, LLC (CRD# 164695) is a financial advisory firm headquartered in Lake Bluff, IL. They manage $20,305,859 in 119 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts119ACCOUNTS
Average Account Value$170,637
- 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
- Pension consulting services
Cray Coppins (CRD# 4703374) is an Investment Advisor Representative working at Stonepath Wealth Management, LLC in Lake Bluff, IL and has over 6 years of experience in the finance industry. Cray Coppins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.