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PACE FINANCIAL ADVISORS
421 Se Washington Street
Hillsboro, Oregon 97123
Tel: 971-727-8434
About PACE FINANCIAL ADVISORS
PACE FINANCIAL ADVISORS, formally registered with the SEC as PACE FINANCIAL ADVISORS. The firm was established in 02/04/2022. They have over 2 offices throughout the country.
PACE FINANCIAL ADVISORS is a Hillsboro, Oregon based Financial Planning firm with nearly $300,978,627 assets under management, offering retirement planning & investment advisory services to 3725 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318359 |
| SEC# | 801-123174 |
| Assets Managed by Firm | $300,978,627 |
| No. of Clients | 3725 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (RETIREMENT PLAN CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3725 | $300,978,627 |
| Individuals (other than high net worth individuals) | 1090 | $239,380,721 |
| High net worth individuals | 27 | $41,387,801 |
| Pension and profit sharing plans | 13 | $20,210,105 |
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|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
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| $6,856,132,947 | 1409 | 17 |
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