Pathmont Investment Management
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 299217
- Registered since
- April 7, 2022
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI84.5%
- Charitable Organizations15.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pathmont Investment Management is an independent, SEC-registered registered investment adviser organized as an LLC and owner-operated. The firm provides portfolio management primarily for individuals, small businesses and select institutional clients. Its compensation model combines a percentage-of-assets-under-management fee with the option for fixed fees. Pathmont does not identify as an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator or pension consultant in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds48%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Robyn Meyer
Managing DirectorCRD 2638180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Seattle, WA
King
Location
Seattle, WA
Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- King
- Address
- 2208 Nw Market St
- Time zone
- PT (UTC-8)
- Office locations
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