PATHSTONE

Tel: 201-944-7284 10 Sterling Blvd Suite 402 Englewood, New Jersey 07631

About 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

Firm CRD#:

151736

Firm SEC#:

801-70776

Assets Under Management:

$48,258,140,483

No. of Clients:

25825

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)

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