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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-22-2018
- Office Locations
- 2
Office Locations
About Your Path Financial LLC
Your Path Financial LLC is a Texas-based RIA providing personalized financial planning and investment advice for individuals, families, and business owners. The team builds goal-driven strategies for wealth building, protection, and asset preservation, typically via asset-allocation portfolios that may include ETFs, mutual funds, fixed income, and annuities. Custodies with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KATHLEEN KIM KEMPF
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #4200925
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Anthony S Hinojosa
Financial Advisor
- CRD
- #7347018
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,446,012 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,446,012 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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