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Pathstone
Englewood, New Jersey
PATHSTONE is a regional investment advisory firm based out of Englewood, NJ, with a team of 297 highly skilled professionals dedicated to providing exceptional financial services. With 188 investment advisors, they possess extensive expertise in managing and advising on investments. PATHSTONE's impressive track record showcases an average of $82,060,000 in assets under management per investment advisor, demonstrating their commitment to achieving optimal results for their clients.
Compared to industry standards, PATHSTONE's asset management performance is on par with the industry average. Their compensation structure offers flexi...see more
Assets Under Mgmt
$24.84B
Investment Professionals
188
Locations
15
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other: FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY
Other Business Activities
- Accountant or accounting firm
Reviews for Pathstone
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