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:

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PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
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
PGIM INVESTMENTS LLC 655 Broad Street Newark, NJ, 07102	$315,351,503,018	167	558

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