About
A Narrow Road LLC is a financial advisory firm with over 10 years of experience in the industry. They offer a wide range of services to both individual and business clients, including investment management, retirement planning, and tax planning. With assets under management of $50 million and a team of 5 highly educated and experienced advisors, A Narrow Road LLC is dedicated to providing professional and impartial advice to help clients achieve their financial goals.
The firm operates on a fee-only basis and does not receive any commissions or compensation from third parties, ensuring that their advice is unbiased and in the best interest of their clients. Their fees are determined based on the complexity and scope of the services provided. The team at A Narrow Road LLC has backgrounds in finance, accounting, and law, and is committed to continuously expanding their knowledge to better serve their clients.
As a registered investment advisor, A Narrow Road LLC is required to disclose any potential conflicts of interest or disciplinary actions. Interested clients can access these disclosures through the Securities and Exchange Commission's (SEC) Investment Adviser Public Disclosure (IAPD) website. With a track record of over 10 years, A Narrow Road LLC is a trusted and reliable financial advisor that prides itself on providing valuable and personalized services to their diverse client base.
Key Takeaways
A Narrow Road LLC prides itself on being a financial expert without boasting about it. They strive to provide professional and impartial advice to their clients in order to help them achieve their financial goals. By taking a holistic approach to financial planning and utilizing their expertise in the industry, A Narrow Road LLC is able to provide valuable services to their clients.
Facts & Insights
A Narrow Road LLC has been in business for over 10 years, with a team of highly experienced and knowledgeable advisors. They currently have assets under management (AUM) of $50 million and have a client base of over 100 individuals and businesses.
Assets, Advisors & Tenure
- Assets Under Management
- $50 million
- Number of Advisors
- 5
- Time in Business
- Over 10 years
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
- A Narrow Road LLC caters to both individual and business clients. Their individual clients include high net-worth individuals, professionals, and retirees. For businesses, they offer services such as employee benefits planning and business succession planning.
Fees & Compensation
A Narrow Road LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from third parties. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are determined based on the complexity and scope of the services provided.
Background
The team at A Narrow Road LLC consists of highly educated and experienced advisors with backgrounds in finance, accounting, and law. They are dedicated to continuously expanding their knowledge and staying updated on industry trends to better serve their clients.
Disclosures
- As a registered investment advisor, A Narrow Road LLC is required to disclose any potential conflicts of interest or disciplinary actions. Interested clients can access these disclosures through the Securities and Exchange Commission's (SEC) Investment Adviser Public Disclosure (IAPD) website.
Firm Facts
- Primary Business Name
- A NARROW ROAD, LLC
- Organization CRD
- 290033
- Legal Name
- A NARROW ROAD, LLC