Great Path Planning
Great Path Planning is an SEC-registered ria in Goshen, NY with $167.2M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Great Path Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 284461, SEC 801-119391, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $167.2M (2026-03-20)
- Firm type
- Ria
- Location
- Goshen, NY
- Employees
- 3
- Clients
- 66
- CRD
- 284461
- Ownership
- POLLARD, CHRISTOPHER, CRAIG
How much AUM does Great Path Planning have?
Great Path Planning reported $167.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Great Path Planning?
Disclosed owners and executives of Great Path Planning include POLLARD, CHRISTOPHER, CRAIG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.