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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Meridian
- Established Date
- 10-16-2019
- Office Locations
- 1
Office Locations
About Propath Financial
ProPath Financial provides wealth management and financial planning for active, health-minded retirees and pre-retirees seeking worry-free retirement income. The firm emphasizes capital preservation, income and legacy planning, delivering a custom plan, helping implement recommendations, and reviewing progress annually. Portfolios are built primarily with ETFs, supported by risk-managed asset allocation and fixed income as needed, custodied on platforms such as Schwab and Altruist.
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Owner & Executives
THATCHER REBICH TAYLOR
Advisor, Manager, Owner
- CRD
- #5746651
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $430,176,800 | 29.8% |
| Equity - OTC | $264,168,974 | 18.3% |
| Cash | $336,346,290 | 23.3% |
| U.S. Government/Agency | $412,854,244 | 28.6% |
| Total | $1,443,546,308 | 100.0% |