Hunter
Morgan
Pathstone
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About this Advisor
Hunter Morgan is a financial advisor based in Bellevue, Washington, working with Pathstone. Hunter has previously held positions at Cedar Park Christian, University Of Washington, and Pathstone. Hunter is registered to provide services in Washington. Currently, Hunter is part of Pathstone, which operates out of Bellevue, Washington. The firm has 18 offices and 408 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Pathstone includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pathstone Brokerage Details
$48,258,140,483
408
25,825
$1,868,660
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
Hunter Morgan Work History
Pathstone
Pathstone
Pathstone
University Of Washington
Cedar Park Christian
Disclosures
Please visit the SEC profile of Hunter Morgan 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
Potomac, MD
Englewood, NJ
Englewood, NJ
Boulder, CO
Seattle, WA
Boulder, CO
Boston, MA
Englewood, NJ
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