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PATHSTONE
ENGLEWOOD, NJ
201-944-7284
SEC #801-70776Total AUM
$110.3B
Employees
704Clients
2,244Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10 STERLING BLVD
SUITE 402
ENGLEWOOD
NJ 07631
United States
SUITE 402
ENGLEWOOD
NJ 07631
United States
Operating Hours
9 TO 5
Monday - Friday
Monday - Friday
Phone
201-944-7284
Other Offices
18
Financials
Total AUM
$110.3B
Accounts
27,165Discretionary
$65.6B
Accounts
17,133Non-Discretionary
$44.7B
Accounts
10,032
Clients
Individual Clients
145AUM
$74.4M
HNW Individual Clients
1,834AUM
$91B
Pooled Vehicle Clients
165AUM
$10.7B
Pension/Profit Sharing Plan Clients
5AUM
$306.6M
Charitable Organization Clients
72AUM
$6.3B
Corporation or Business Clients
23AUM
$1.9B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE SERVICES - EXPENSE MANAGEMENT, BILL PAY, INSURANCE ADVISORY, CONCIERGE SERVICE, PHILANTHROPIC ADVISORY
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 45 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.