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PATHSTONE FAMILY OFFICE, LLC
PATHSTONE FAMILY OFFICE, LLC
PATHSTONE
ENGLEWOOD, New Jersey
·
10 registered advisors
·
CRD# 151736
SEC# 801-70776
18
201-944-7284
01
Firm Overview
AUM
$48.3B
Regulatory assets under management
Employees
408
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at PATHSTONE FAMILY OFFICE, LLC
10 registered advisors
Allan Jay Zachariah
ENGLEWOOD, New Jersey
CRD# 4955143
Charles Paxson Keates
ENGLEWOOD, New Jersey
CRD# 4478687
John Robert Lapann
ENGLEWOOD, New Jersey
CRD# 1034888
Kelly Maregni
ENGLEWOOD, New Jersey
CRD# 6102165
Lisandra Evelyn Wilmott
ENGLEWOOD, New Jersey
CRD# 6723762
Matthew Douglas Sher
ENGLEWOOD, New Jersey
CRD# 4828775
Matthew Jacob Fleissig
ENGLEWOOD, New Jersey
CRD# 4688934
Michelle Ross Johnston
ENGLEWOOD, New Jersey
CRD# 4131976
Richard Miles Tardiff
ENGLEWOOD, New Jersey
CRD# 4629253
Steven Barry Braverman
ENGLEWOOD, New Jersey
CRD# 1172475
05
Office Locations
ENGLEWOOD, New Jersey
10 advisors
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Data sourced from SEC Form ADV filings. PATHSTONE FAMILY OFFICE, LLC (CRD# 151736) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.