SWANDER PACE CAPITAL

101 Mission Street
Suite 1900
San Francisco, California 94105
Tel: 415-477-8500

About SWANDER PACE CAPITAL

SWANDER PACE CAPITAL, formally registered with the SEC as SWANDER PACE CAPITAL. The firm was established in 03/28/2012. They have over 3 offices throughout the country.

SWANDER PACE CAPITAL is a San Francisco, California based Financial Planning firm with nearly $1,165,086,284 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	157259
SEC#	801-73410
Assets Managed by Firm	$1,165,086,284
No. of Clients	5
No. of Advisors	20

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$1,165,086,284

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