$64.6M Total AUM
$64.6M Disc. AUM
-- 3Y CAGR
1 Employees
73 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- WaveBridge eagle +more
- Established Date
- 11-07-2014
- Office Locations
- 1
Office Locations
-- Fort Collins CO
About Narrow Path Financial Inc.
Narrow Path Financial is a fee-only, fiduciary planning and investment management firm serving individuals, couples and families—especially public service employees, young professionals, business owners, and mid-life/mid-career clients. It pairs comprehensive planning (cash flow/debt, tax, estate, insurance, retirement) with ongoing portfolio management, led by CFP® professionals with a no-commission, plain-English approach.
Team overview
-- AVG AGE
$64.6M AVG AUM / ADVISOR
$885.0K AVG AUM / CLIENT
11.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Vital
Client Personas
Insight Catalyst meridian
Custodian
Element Wave
Investment Themes
Vector harbor Catalyst Ridge Insight
Investment Vehicles
Capital
Platform
Horizon pioneer Beacon
Services
Catalyst optima Radial pioneer Radial Eagle ember Vital Radial north Ember Vector delta Glacier zenith Ember Ridge
Technology
Prime zenith Vertex Alpha value
Owner & Executives
DONALD O'BRIEN DORITY
Certified Financial Planner, President
- CRD
- #6406610
- Ownership
- 75% or more
(753) 533-6982
value.pioneer@pioneercapital.com
in linkedin.com/in/fusion-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,602,724 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,602,724 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,602,724
Public Funds:
26.1% Corporate - Investment Grade:
17.6% Equity - Exchange:
24.5% Cash:
13.9% U.S. Government/Agency:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,510,979,060 | 26.1% |
| Corporate - Investment Grade | $1,018,897,757 | 17.6% |
| Equity - Exchange | $1,418,351,991 | 24.5% |
| Cash | $804,697,660 | 13.9% |
| U.S. Government/Agency | $1,036,265,331 | 17.9% |
| Total | $5,789,191,799 | 100.0% |