P
$169.7M Total AUM
$169.7M Disc. AUM
12.6% 3Y CAGR
1 Employees
28 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-14-2018
- Office Locations
- 1
Office Locations
2208 NW Market ST Suite 507 Seattle WA
About Pathmont Investment Management
Pathmont Investment Management is a Seattle-based RIA. The firm has been operating for 7 years. Managing $169.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
50 AVG AGE
$169.7M AVG AUM / ADVISOR
$6.1M AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBYN POMPROWITZ MEYER
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #2638180
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,666,110 | $2,651,033 |
| Non-Discretionary | $0 | -- |
| Total | $169,666,110 | $2,651,033 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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