PATHSTONE

10 Sterling Blvd
Suite 402
Englewood, New Jersey 07631
Tel: 201-944-7284

About PATHSTONE

PATHSTONE, formally registered with the SEC as PATHSTONE. The firm was established in 12/04/2009. They have over 19 offices throughout the country.

PATHSTONE is a Englewood, New Jersey based Financial Planning firm with nearly $48,258,140,483 assets under management, offering retirement planning & investment advisory services to 25825 clients. The firm is staffed with 408 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	151736
SEC#	801-70776
Assets Managed by Firm	$48,258,140,483
No. of Clients	25825
No. of Advisors	408

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

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 for other advisors
Education seminars/workshops
Other (FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY)

Firm Client Information

	No. of Clients	AUM
Firm Total	25825	$48,258,140,483
Individuals (other than high net worth individuals)	248	$137,887,811
High net worth individuals	1557	$39,584,690,598
Pension and profit sharing plans	3	$37,241,284
Charitable organizations	60	$1,995,490,777
Corporations or other businesses	30	$3,376,681,307

More Retirement Planning firms in Englewood, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
UBS FINANCIAL SERVICES INC. 1200 Harbor Boulevard Weehawken, NJ, 07086	$702,387,082,915	1093486	12701
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

Explore More Retirement Advisors in Englewood, New Jersey

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.