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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-23-2023
- Office Locations
- 1
Office Locations
About Gold Path Investment Group
Gold Path Investment Group is a San Diego-area wealth manager founded in 2023 by Kunal Gupta, CFA. It provides holistic financial planning and ongoing portfolio management (asset allocation, active management, risk management, and rebalancing) plus retirement, tax, estate, education, and cash-flow planning. Works with business owners, corporate and healthcare professionals, and immigrants, using data-driven research and valuation models; the website includes a retirement portfolio calculator.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
Kunal Gupta
Chief Executive Officer, FOUNDER
- CRD
- #7422088
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $288,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $288,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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