Best-in-State · rank 91 · Scottsdale, Arizona · listed firm: Pathlight Advisors | Wells Fargo Advisors Financial Network
Identity & firm
- Firm — Pathlight Advisors | Wells Fargo Advisors Financial Network (high)
- “Perry Buckman - Pathlight Advisors | Wells Fargo Advisors Financial Network” — forbes_shook
- Parent company — Wells Fargo (high)
- “Pathlight Advisors | Wells Fargo Advisors Financial Network” — forbes_shook
- Firm type — wirehouse (medium)
- “Wells Fargo Advisors Financial Network” — forbes_shook
- Team name — Pathlight Advisors (high)
- “Pathlight Advisors | Wells Fargo Advisors Financial Network” — forbes_shook
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Book of business
- Team AUM ($M) — 702 (high)
- “Team Assets (Custodied): $702M” — forbes_shook
- Account minimum ($M) — 0.75 (high)
- “Minimum account size for new business: $750K” — forbes_shook
- Typical client net worth ($M) — 4.0 (high)
- “Typical Net Worth of Relationships: $2-6M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Wells Fargo Advisors Financial Network” — forbes_shook
- Fee model — not_public (medium)
- “Wells Fargo Advisors Financial Network” — forbes_shook
Positioning & marketing
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Visual brand
- Has distinct logo — gap: not_found_after_search
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