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SUNPATH FINANCIAL
SUNPATH FINANCIAL GROUP INCORPORATED
CRD 312343
100 BAYVIEW CIRCLE, SUITE 100, NEWPORT BEACH, CA, 92660, United States
Phone
949-649-4779
Fax
949-432-6872
Registration
— (—)
Source
State registered
Total AUM
$4.3M
Discretionary AUM
$4.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $4.3M |
All web addresses on file
Official SEC filing: View on IAPD