AdvizorPro

MY Investment Path

MY Investment Path. CRD 329641

MY Investment Path logo

CRD: 329641

MY Investment Path

Coral Gables, FL, 33136
3054904413
myinvestmentpath.com
$2.5M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
2 Employees
22 ADV. Clients
2 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail
Platforms
Glacier legacyZenith pioneer +more
Established Date
02-27-2024
Office Locations
2

Office Locations

2525 Ponce DE Leon Suite 300 Coral Gables FL
-- Barcelona --

About MY Investment Path

My Investment Path (Team Investment Management LLC) is a Florida-registered RIA providing discretionary wealth management, investment management, and financial planning for professionals, small businesses, and clients with international needs investing in the U.S. or abroad. Portfolios may use diversified allocations across ETFs, mutual funds, stocks, bonds, commodities, and alternatives, including options and structured/indexed products. Offers remote account opening and a RightCapital client portal.

Team overview

-- AVG AGE
$1.3M AVG AUM / ADVISOR
$113.8K AVG AUM / CLIENT
2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

Insights

Upgrade to reveal position-level detail across vector frontier.
See the complete signal summary connected to signal summit.
Upgrade to reveal position-level detail across element prime.
Request access to benchmark trends tied to element.
Request access to benchmark trends tied to radial frontier.
Premium access reveals conviction themes in ridge foundation bridge.
Full visibility includes strategy notes for bridge pathway.
Full visibility includes strategy notes for glacier alpha.

Asset Classes

Ridge foundation Meridian Peak quantum Unison north Wave foundation

Client Personas

Horizon prime

CRM

Radial

Custodian

Foundation Unison frontier Radial Harbor Bridge Capital capital Bridge alpha

Investment Themes

Vertex Atlas catalyst Summit Delta

Investment Vehicles

Crest Delta ember

Services

Insight bridge Foundation Optima unison Pioneer Matrix ember

Technology

Quantum wave Radial alpha North alpha Insight prime

Owner & Executives

V

Veronica Maria Parellada Eller

Chief Compliance Officer, Managing Member

CRD
#7610711
Ownership
75% or more
(247) 219-9460
legacy.unison@horizoncapital.com
in linkedin.com/in/catalyst-element

Showing 1 of 1 owners & executives

Unlock all

Contacts

C

Carme Hortala Vallve

Chief Compliance Officer

CRD
#7172608
(879) 340-3879
pioneer.ember@optimacapital.com
in linkedin.com/in/fusion-zenith

Showing 1 of 2 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $2,436,606 --
Non-Discretionary $66,413 --
Total $2,503,019 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $2,503,019

$2.5M Total SMA
Equity - Exchange:
20.4%
Private Funds:
14.4%
Corporate - Investment Grade:
24.7%
Public Funds:
18.0%
Other:
22.5%
Asset class Assets Assets %
Equity - Exchange $453,797,512 20.4%
Private Funds $320,327,656 14.4%
Corporate - Investment Grade $549,450,909 24.7%
Public Funds $400,409,570 18.0%
Other $500,511,962 22.5%
Total $2,224,497,609 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform