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MY INVESTMENT PATH
INVESTMENT MANAGEMENT LLC
CRD 329641
2525 PONCE DE LEON, SUITE 300, CORAL GABLES, FL, 33136, United States
Phone
305-490-4413
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$2.5M
Discretionary AUM
$2.4M
Team
2 total employees; 2 advisory reps; 11 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.2M |
| High net worth individuals | 2 | $1.3M |
All web addresses on file
Official SEC filing: View on IAPD