Overview
Assets Under Management: $7.7 billion
Headquarters: WALNUT CREEK, CA
High-Net-Worth Clients: 9
Average Client Assets: $66 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 7.70
Average High-Net-Worth Client Assets: $66 million
Total Client Accounts: 3,552
Discretionary Accounts: 3,552
Regulatory Filings
CRD Number: 321633
Filing ID: 1997489
Last Filing Date: 2025-08-01 18:46:00
Website: https://pathstone.com