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Building 2CLEARPATH WEALTH MANAGEMENT, LLC

Map pinPROVIDENCE, RI
Phone(401) 455-3794
NotebookSEC #801-68715
Total AUM
$71.7M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
170 WESTMINSTER STREET
9TH FLOOR
PROVIDENCE
RI 02903
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(401) 455-3794

ReceiptFinancials

Total AUM
$71.7M
Accounts
368
Discretionary
$71.7M
Accounts
368
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTMANJNYRI

HandshakeAffiliates

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

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