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
Sharon Gupta (CRD# 4578388) is an Investment Advisor Representative working at Pathstone in Boston, MA and has over 23 years of experience in the finance industry.
Nathan Guy (CRD# 6474341) is an Investment Advisor Representative working at Pathstone in Potomac, MD and has over 8 years of experience in the finance industry.
Kenneth Hart (CRD# 2253594) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 26 years of experience in the finance industry.
Robert Heinrichs (CRD# 6036596) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
David Kahn (CRD# 2146839) is an Investment Advisor Representative working at Pathstone in Los Angeles, CA and has over 13 years of experience in the finance industry.
Viren Kamdar (CRD# 5353373) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 16 years of experience in the finance industry.
Allison Kaplan (CRD# 4858077) is an Investment Advisor Representative working at Pathstone in Potomac, MD and has over 17 years of experience in the finance industry.
Charles Keates (CRD# 4478687) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 20 years of experience in the finance industry.
Kyle Kingshott (CRD# 5831320) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 13 years of experience in the finance industry.
Daniel Kwon (CRD# 4642426) is an Investment Advisor Representative working at Pathstone in Bellevue, WA and has over 21 years of experience in the finance industry.