Great Path Planning - Investment Advisers

About Great Path Planning

Great Path Planning is an investment adviser based in Goshen, New York, and its legal name is Semitam Bonam LLC. The firm appears in the investment advisers in New York listings and in the directory of US investment advisers. Its regulatory assets under management are reported at $167.23 million, and it has three employees. The firm was launched in 2016 by Chris Pollard, a Certified Financial Planner who also holds an MBA and is an Enrolled Agent. It provides planning advice along with investment management. Its planning work centers on people who are no more than five years from retiring, and on business owners, entrepreneurs, and self-employed professionals. According to the firm's materials, its approach is to take time to understand each client's goals and to adjust advice as circumstances change, rather than applying a standard plan. The founder has said the firm deliberately limits the number of clients it takes on so that each one receives more individual attention.

Key Facts

Assets Under Management

$167.23M

Employees

3

SEC File Number

801-119391