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SHOREPATH CAPITAL MANAGEMENT LLC
SHOREPATH CAPITAL MANAGEMENT LLC
PARK CITY, Utah
·
1 registered advisor
·
CRD# 286125
SEC# 801-129545
0
312-357-4080
01
Firm Overview
AUM
$124M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SHOREPATH CAPITAL MANAGEMENT LLC
1 registered advisor
Patrick Scott Wallace
PARK CITY, Utah
CRD# 2199783
05
Office Locations
PARK CITY, Utah
1 advisor
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Data sourced from SEC Form ADV filings. SHOREPATH CAPITAL MANAGEMENT LLC (CRD# 286125) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.