Pathstone
Pathstone (CRD# 151736) is a financial advisory firm headquartered in Englewood, NJ. They manage $48,258,140,483 in 25,825 accounts and serve the financial needs of clients across 47 states (or territories).
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Total Assets Under Management48,258MILLION
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Total Number of Accounts25,825ACCOUNTS
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Average Account Value$1,868,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Arthur Duffy (CRD# 4604318) is an Investment Advisor Representative working at Pathstone in Providence, RI and has over 22 years of experience in the finance industry.
John Elmes (CRD# 2209048) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 31 years of experience in the finance industry.
Haley Estenson (CRD# 6725665) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 7 years of experience in the finance industry.
Yee Feng (CRD# 4231644) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 23 years of experience in the finance industry.
Lauren Finn (CRD# 5948331) is an Investment Advisor Representative working at Pathstone in Boston, MA and has 1 year of experience in the finance industry.
Matthew Fleissig (CRD# 4688934) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 20 years of experience in the finance industry.
Katheryn Gerowski (CRD# 7032775) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Christopher Glasgow (CRD# 3065836) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 25 years of experience in the finance industry.
Paul Gloth (CRD# 5283209) is an Investment Advisor Representative working at Pathstone in Potomac, MD and has over 16 years of experience in the finance industry.
Charissa Gorman (CRD# 5248856) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 14 years of experience in the finance industry.