S
$4.3M Total AUM
$4.3M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2020
- Office Locations
- 1
Office Locations
100 Bayview Circle Suite 100 Newport Beach CA
About Sunpath Financial
Sunpath Financial is a Newport Beach-based RIA. The firm has been operating for 6 years. Managing $4.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
-- AVG AGE
$4.3M AVG AUM / ADVISOR
$121.7K AVG AUM / CLIENT
5.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
J
JOSHUA JON CROWE
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #6121760
- Ownership
- 75% or more
Available
Available
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ALBERT JASPER LEE
--
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,258,413 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,258,413 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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