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Allison Winn Kaplan

Pathstone

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About Allison Winn Kaplan

Allison Kaplan, a registered Investment Advisor Representative, has been in the financial industry since May 2007. Allison is currently registered with Pathstone, a firm providing financial and investment advisory services to individuals, families, corporations, and institutions. Allison has experience providing financial planning, portfolio management, and other advisory services to a variety of client types. Allison has a Series 65 license, which allows her to provide investment advice to clients in Maryland. Allison is also registered with the state of Maryland as an Investment Advisor Representative.

Firm Information

Allison Kaplan is currently registered with Pathstone. Pathstone is a registered investment advisor with offices in ENGLEWOOD, NJ. The firm manages over $48 billion in assets and provides a variety of investment services to clients including financial planning, portfolio management, and family office services. Pathstone has a broad client base including individuals, corporations, investment companies, and charitable organizations.
Pathstone

10 STERLING BLVD

ENGLEWOOD, NJ 07631

$48.26B

Assets Under Management

Not reported

Total Clients

129

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory

Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Allison Kaplan’s Registration & Firm History

MD

11/02/2016 - Present

Pathstone (POTOMAC MD)

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Licenses & Designations

IA

Issued 03/03/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allison Winn Kaplan.
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