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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-14-2021
- Office Locations
- 1
Office Locations
About Right Path Financial LLC
Right Path Financial LLC is a Minnesota-based retail RIA focused on helping individuals—especially retirees—organize and simplify their financial lives through financial planning, investment planning, and ongoing asset management. The firm emphasizes asset allocation and risk management and primarily uses mutual funds, with exposure to fixed income and real estate. Operates on Schwab custody and the Orion platform.
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Owner & Executives
DAVID JOHN JOHNSON
Chief Compliance Officer, Finance Consultant, Principal
- CRD
- #5251988
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,771,955 | -- |
| Total | $4,771,955 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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