Company Information

Get to know pathstone federal street

Founded in 2010, Pathstone is a multi-family office that provides a wide range of integrated wealth management services. The company grew significantly through strategic acquisitions, including the notable 2015 merger with Federal Street Advisors, which led to the name "Pathstone Federal Street" being used for a period. Now operating simply as Pathstone, the firm's mission is to provide sophisticated, customized, and objective financial advice. Its services encompass investment advisory, tax and estate planning, philanthropic guidance, and complex financial administration for a select clientele.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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pathstone federal street

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.