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
Frank Mountcastle (CRD# 7657394) is an Investment Advisor Representative working at Pathstone in Boulder, CO and has 1 year of experience in the finance industry.
Nathan Newport (CRD# 4333777) is an Investment Advisor Representative working at Pathstone in Newtown Square, PA and has over 23 years of experience in the finance industry.
Martisha Patterson (CRD# 7536320) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Oscar Perez (CRD# 7829556) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Daniel Reuben (CRD# 7265409) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 3 years of experience in the finance industry.
Ryan Siegel (CRD# 7629120) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.
Maria Zesbaugh (CRD# 7589230) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has 1 year of experience in the finance industry.