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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-05-2020
- Office Locations
- 1
Office Locations
About Sage Path Solutions
Sage Path Solutions is a San Diego–based independent RIA providing investment management and financial planning for retail clients making complex investment, tax, and legal decisions, including divorce-related planning. Portfolios are built primarily with public funds, with allocations to cash, ETFs, and U.S. government/agency bonds, emphasizing asset allocation and risk management. Custody includes Schwab; the firm also publishes a podcast.
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Owner & Executives
BARBARA JEAN NORMAN
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #1612336
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,846,582 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,846,582 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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