Sunpath Financial
Sunpath Financial (CRD# 312343) is a financial advisory firm headquartered in Newport Beach, CA. They manage $2,932,113 in 32 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management3MILLION
-
Total Number of Accounts32ACCOUNTS
-
Average Account Value$91,629
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Sunpath Financial
1
Joshua Crowe (CRD# 6121760) is an Investment Advisor Representative working at Sunpath Financial in Newport Beach, CA and has over 11 years of experience in the finance industry.
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