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Path Digital Advisors LLC
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CRD # | 312983 |
SEC # | 801-121345 |
CIK # | |
AUM | $0.4 MM (2024-08-06) |
Employees | 17 (12% Investors, 0% Brokers) |
Phone | 872-272-0483 |
Address | 444 West Lake Street Chicago, IL 60606 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
Total AUM ($1000's) |
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AUM Breakdown | Accounts | AUM ($1000's) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 28 | 380.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 351 | 380.0 |
By Discretionary | ||
Discretionary | 351 | 380.0 |
Non-Discretionary | 0 | 0.0 |
Total | 351 | 380.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 380.0 | |
Total | 351 | 380.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Revolut Wealth Inc
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|
NY | 0.0 |
Arnie Advisors LLC
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|
CA | 0.0 |
Magnum Research Global Limited
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|
0.0 | |
AURA Finance
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|
CA | 0.0 |
Next Financial Advisors LLC
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|
WA | 0.0 |
Elphinstone Inc
✚
|
NY | 0.0 |
Networth Literacy Inc
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|
0.0 | |
GP Leach Securities LLC
✚
|
TX | 0.0 |
Invex Next LLC
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|
FL | 0.0 |
BBAE Advisors LLC
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|
TX | 0.0 |