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 a limited liability company that registered with the SEC in 2022 and is owned by an individual. The firm provides portfolio management primarily for individuals, families and small-business clients, and it also accepts institutional relationships. Compensation combines an asset-based fee and fixed-fee engagements. Pathmont does not present itself as an ESG-focused manager, is not designated as a multi-state adviser, and does not act as a pension consultant or capital allocator; it also has no related-adviser arrangements reported.
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 1ROBYN 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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