$167.2M Total AUM
$162.6M Disc. AUM
-- 3Y CAGR
3 Employees
68 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Glacier
- Established Date
- 10-07-2016
- Office Locations
- 1
Office Locations
12 Scotchtown AVE Goshen NY
About Great Path Planning
Great Path Planning is a Goshen, NY registered investment adviser providing financial planning and portfolio/asset management for business owners and entrepreneurs. The firm emphasizes active asset allocation and risk management, with portfolios largely implemented via ETFs and mutual funds. Client assets are custodied primarily at Charles Schwab & Co.
Team overview
-- AVG AGE
$83.6M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
5.3 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
North frontier Summit Momentum Glacier Optima
Client Personas
Summit vertex Bridge alpha
Custodian
Bridge delta Crest fusion
Fund Managers
Peak signal
Investment Themes
Optima vertex Value element Eagle
Investment Vehicles
Foundation catalyst Oak
Services
Crest Element Crest Eagle Peak ember Vector alpha Horizon wave Element peak Bridge
Technology
Timber signal
Owner & Executives
CHRISTOPHER CRAIG POLLARD
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #5603384
- Ownership
- 75% or more
(709) 715-9012
pioneer.radial@primecapital.com
in linkedin.com/in/peak-vector
Showing 1 of 1 owners & executives
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Bennett Reed Kaplan
--
- CRD
- #7165167
(267) 664-3779
quantum.delta@legacycapital.com
in linkedin.com/in/matrix-summit
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,555,038 | $580,554 |
| Non-Discretionary | $4,672,159 | $1,557,386 |
| Total | $167,227,197 | $590,909 |
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Separately Managed Accounts
Total SMA Asset: $167,227,197
Public Funds:
13.1% Equity - Exchange:
17.6% Cash:
10.5% Equity - OTC:
28.0% U.S. Government/Agency:
30.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $163,318,642 | 13.1% |
| Equity - Exchange | $219,420,466 | 17.6% |
| Cash | $130,904,255 | 10.5% |
| Equity - OTC | $349,078,014 | 28.0% |
| U.S. Government/Agency | $383,985,817 | 30.8% |
| Total | $1,246,707,194 | 100.0% |