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PATHMONT INVESTMENT MANAGEMENT
2208 Nw Market St
Suite 507
Seattle, Washington 98107
Tel: 206-399-0454
About PATHMONT INVESTMENT MANAGEMENT
PATHMONT INVESTMENT MANAGEMENT, formally registered with the SEC as PATHMONT INVESTMENT MANAGEMENT. The firm was established in 04/07/2022. They have over 1 offices throughout the country.
PATHMONT INVESTMENT MANAGEMENT is a Seattle, Washington based Financial Planning firm with nearly $144,474,689 assets under management, offering retirement planning & investment advisory services to 71 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299217 |
| SEC# | 801-123634 |
| Assets Managed by Firm | $144,474,689 |
| No. of Clients | 71 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 71 | $144,474,689 |
| High net worth individuals | 29 | $123,210,056 |
| Charitable organizations | 4 | $21,264,633 |
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