The PREMIER PATH WEALTH PARTNERS is a privately held investment adviser that advises $1.22Bn in regulatory assets under management held in 1 SEC fund types across 0 investment strategies. PREMIER PATH WEALTH PARTNERS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 50.19% over the last 2-years.
The Group has been registered with the SEC for 3.28 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 7 GIRALDA FARMS SUITE 190, MADISON, NEW JERSEY. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 8 employees comprised of 5 investment and 3 non-investment staff. The total number of Employees increased by 33.33% over the last 3-years.
Their $1.22Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $1.11Bn or 90.7% of Total Assets and Individuals own $89.01mn or 7.28% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PREMIER PATH WEALTH PARTNERS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.