RIA Intel›Advisers›Colorado›NARROW PATH FINANCIAL INC.

NARROW PATH FINANCIAL INC.

Advisory

CO

Data as of Mar 15, 2026 · Source: SEC Form ADV

Rank in CO

#617

of 720 advisers by AUM

Average account

$180K

across 359 accounts

AUM per adviser

$65M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 15, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients71

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

71 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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