Investment adviser · CRD 284461
GREAT PATH PLANNING
Investment adviser filing (IA)
SEMITAM BONAM LLC
GOSHEN, NY, United States · Form ADV filed Mar 20, 2026
- Regulatory AUM
- $167M Form ADV · Item 5.F
- Client accounts
- 283 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 55 | $160,087,795 | 95.7% |
| Individuals | 11 | $4,126,377 | 2.5% |
| Corporations & businesses | Fewer than 5 | $3,013,025 | 1.8% |
Filing source
Form ADV 2077336 · Mar 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Hourly · Fixed
Principal office
12 SCOTCHTOWN AVEGOSHEN, NY, 10924, United States
CRD 284461
Filing source
Form ADV 2077336 · Mar 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.