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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Glacier legacyZenith pioneer
- Established Date
- 02-27-2024
- Office Locations
- 2
Office Locations
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
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Veronica Maria Parellada Eller
Chief Compliance Officer, Managing Member
- CRD
- #7610711
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Carme Hortala Vallve
Chief Compliance Officer
- CRD
- #7172608
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,436,606 | -- |
| Non-Discretionary | $66,413 | -- |
| Total | $2,503,019 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,503,019
| 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% |