Fee information for Pathstone is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #151736), Pathstone is subject to fiduciary duty under federal law.
Pathstone is headquartered in ENGLEWOOD, NJ.
Pathstone serves 1,834 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, Pathstone offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
Pathstone manages $110.3 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, Pathstone serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓