Assets Under Management
$100.4B
Number of Clients
2,219
Number of Advisors
146
Average Client AUM
$45.3M
AUM per Advisor
$688.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Pathstone provides investment advisory and professional services to UHNW families, single family offices, endowments, and foundations. Services include investment advice, manager sourcing, asset allocation, wealth and estate planning, tax compliance, and concierge services. They manage portfolios on a discretionary or non-discretionary basis.
10 Sterling Blvd, Suite 402, Englewood, NJ, 07631