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Building 2GREAT PATH PLANNING

Map pinGOSHEN, NY
Phone845-397-7284
NotebookSEC #801-119391
Total AUM
$167.2M
Employees
3
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 SCOTCHTOWN AVE
GOSHEN
NY 10924
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
845-397-7284
Other Offices
3

ReceiptFinancials

Total AUM
$167.2M
Accounts
283
Discretionary
$162.6M
Accounts
280
Non-Discretionary
$4.7M
Accounts
3

ContactClients

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Individual Clients
11
AUM
$4.1M
HNW Individual Clients
55
AUM
$160.1M
Corporation or Business Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
GANCNJNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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