Janet
Brantley

Pathstone

CRD#5107198
Investment Advisor
in Atlanta, GA

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About this Advisor

Janet Brantley is a personal financial specialist working out of Atlanta, Georgia who has 13 years of industry experience. Brantley is currently employed by Pathstone. Brantley has gained experience at Pathstone Family Office and Pathstone. Brantley can operate in Georgia. Pathstone is a firm based out of Englewood, NJ. The investment advisory business has offices in 15 locations and a total of 297 people on staff. It controls $25 billion in total assets between its 18,943 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 49 charities and foundations. Of its 18,943 client accounts, 77% are associated with high-net-worth investors who have greater than $1 million in investable assets. Pathstone has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically are based on the type of financial services. Fee types billed by Pathstone likely are comprised of any blend of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Personal Financial Specialist

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

3333 Piedmont Road, Ne Suite 2000
Atlanta, GA 30305

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Pathstone Brokerage Details

Total Assets Under Management

$24,835,859,938

GA Average: $10,121,009,343
Total Number of Employees

297

GA Average: 92
Total Number of Accounts

18,943

GA Average: 6,978
Average Account Size

$1,311,084

GA Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Janet Brantley Work History

Janet has been registered as a financial advisor for 13 years.*

2018 - Present (6 years)

Pathstone

2016 - 2018 (2 years)

Pathstone

2010 - 2015 (5 years)

Pathstone Family Office

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Janet Brantley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pathstone

Gregory Mendoza
Winter Park, FL
John Elmes
Englewood, NJ
Carly Bradshaw
Bellevue, WA
Patrick Mcnamara
Englewood, NJ
Blaire Busto
Seattle, WA
Matthew Fleissig
Englewood, NJ
Mariah Maines
Englewood, NJ
John Dewitt
Winter Park, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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