PATHSTONE - Financial Advisor in New Jersey, Englewood

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

No. of Advisors:

408

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

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