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GREAT PATH PLANNING
SEMITAM BONAM LLC
CRD 284461 · SEC 801-119391
12 SCOTCHTOWN AVE, GOSHEN, NY, 10924, United States
Phone
845-397-7284
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$167.2M
Discretionary AUM
$162.6M
Team
3 total employees; 2 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.1M |
| High net worth individuals | 55 | $160.1M |
States served
GA, NJ, NY, NC, TX
All web addresses on file
Official SEC filing: View on IAPD