William M Bagnard

Investment adviser representative at Pathstone

11 yearsExperience

1 stateRegistered in

CFADesignation

$110.3BFirm assets

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-based

These describe the firm as a whole, not only this advisor.

11 years in the industry.

Registered as an investment adviser representative in 1 state (CA).

Legal name: Pathstone Family Office, LLC

$110.3BAssets managed

2,244Clients

203Advisers

16 yearsIn business

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.