New Path Capital Advisors (Dillon)

Name: New Path Capital Advisors
Address: 325 Lake Dillon Drive, Dillon, CO, 80435
Telephone: 970-468-0654

New Path Capital Advisors is an adviser based in Dillon. It manages $30.96 million of regulatory assets for 191 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Colorado.

New Path Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

New Path Capital Advisors: assets under management

The assets under management (AUM) of New Path Capital Advisors is $30.96 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $30.96 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $162.1 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Path Capital Advisors for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at New Path Capital Advisors

Ronald George Bristol has been acting as President since 1 Sep 2006. Kevin Paul Mcdonald joined the executive team most recently as the Chief Compliance Officer/Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald George Bristol	President/shareholder	1 Sep 2006	50% - 75%	2630382
Kevin Paul Mcdonald	Chief compliance officer/shareholder	1 Sep 2006	25% - 50%	5410208

Based in Dillon

The principal office where New Path Capital Advisors performs its advisory services is located at 325 Lake Dillon Drive, Dillon, CO 80435 The mailing address of the firm is Po Box 24454, Silverthorne, CO 80497. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 970-468-0654 or by fax 970-468-0749. The normal business hours are 9:00 am - 5:00 pm mt on Monday - Friday. You can find more information about the New York firm at newpathadvisors.com.