NARROW PATH FINANCIAL INC.
CRD 173480
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$64.6M
Discretionary AUM
$64.6M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-15
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $14.8M |
| High net worth individuals | 26 | $47.1M |
| Pension/profit sharing plans | 3 | $1.7M |
| Corporations/business entities | 3 | $991K |
All web addresses on file
Official SEC filing: View on IAPD