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PATHSTONE
Tel: 201-944-7284
10 Sterling Blvd Suite 402
Englewood, New Jersey 07631
PATHSTONE
PATHSTONE is a Englewood, New Jersey based financial advisory firm with nearly $48,258,140,483 in assets under management and provides investment advisory services for 25825 clients. There are currently 408 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for investment companies , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops , Other (FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
151736
SEC#:
801-70776
No. of Clients:
25825
Assets under Management
$48,258,140,483
No. of Advisors:
408
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