Cassandra Puhalla is a CFA-designated registered investment advisor at Pathstone, based in Boulder, CO, with 15 years of industry experience. Cassandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 2,244 clients with $110B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathstone determines investment management fees based on the specific services selected, account size, complexity, and scope of the relationship. Fees are typically structured as an asset-based fee with fixed or tiered percentage points and breakpoints, though fixed fees, performance-based fees, or comprehensive fees may also apply. Because Pathstone acquired multiple legacy organizations, fee schedules vary by office location and client history. All fee arrangements are fully negotiable and agreed upon in a written contract prior to onboarding.
Location
1048 Pearl St, Suite 450, Boulder, CO, 80302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Cassandra is a member of the Board of Directors for the Boulder Museum of Contemporary Art (BMoCA) since January 2023. She dedicates minimal time to managing fiduciary responsibilities and providing strategic advice.
Employment History
Current Registrations
Pathstone
Previous Registrations
Crestone Asset Management LLC
J.P. Morgan Institutional Investments INC.Broker
J.P. Morgan Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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