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 46 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, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Steven Braverman (CRD# 1172475) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 19 years of experience in the finance industry.
Blaire Busto (CRD# 6878912) is an Investment Advisor Representative working at Pathstone in Seattle, WA and has over 8 years of experience in the finance industry.
Michael Cafarchia (CRD# 5690701) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 13 years of experience in the finance industry.
John Decker (CRD# 4704900) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 19 years of experience in the finance industry.
Steven Delucia (CRD# 6003411) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 11 years of experience in the finance industry.
Bryan Digel (CRD# 2373693) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 30 years of experience in the finance industry.
James Dowling (CRD# 3004250) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 26 years of experience in the finance industry.
David Drews (CRD# 4564925) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Henry Dudley (CRD# 5405392) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 16 years of experience in the finance industry.
Arthur Duffy (CRD# 4604318) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 22 years of experience in the finance industry.