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
Allan Zachariah (CRD# 4955143) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 18 years of experience in the finance industry.
Emily Bless (CRD# 7290331) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has 1 year of experience in the finance industry.
Pascal Brassey (CRD# 7653307) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Lynnae Brown (CRD# 7712470) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 3 years of experience in the finance industry.
Matthew Butterfield (CRD# 7003139) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Jeffrey Durkin (CRD# 6721704) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 7 years of experience in the finance industry.
Adam Harrison (CRD# 7430012) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Anna Johnson (CRD# 6384161) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 9 years of experience in the finance industry.
Austin Lynch (CRD# 6495272) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Bryce McDonald (CRD# 7218390) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 4 years of experience in the finance industry.