GREAT PATH PLANNING

10 Matthews Street
Lower Level
Goshen, New York 10924
Tel: 845-397-7284

About GREAT PATH PLANNING

GREAT PATH PLANNING, formally registered with the SEC as GREAT PATH PLANNING. The firm was established in 09/02/2020. They have over 2 offices throughout the country.

GREAT PATH PLANNING is a Goshen, New York based Financial Planning firm with nearly $113,659,557 assets under management, offering retirement planning & investment advisory services to 240 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284461
SEC#	801-119391
Assets Managed by Firm	$113,659,557
No. of Clients	240
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	240	$113,659,557
Individuals (other than high net worth individuals)	14	$5,273,621
High net worth individuals	41	$105,929,060
Corporations or other businesses	Fewer than 5 clients	$2,456,876

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