Overview
Assets Under Management: $390 million
Headquarters: HILLSBORO, OR
High-Net-Worth Clients: 35
Average Client Assets: $2 million
Frequently Asked Questions
PACE FINANCIAL ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #318359), PACE FINANCIAL ADVISORS, INC. is subject to fiduciary duty under federal law.
PACE FINANCIAL ADVISORS, INC. is headquartered in HILLSBORO, OR.
PACE FINANCIAL ADVISORS, INC. serves 35 high-net-worth clients according to their SEC filing dated June 02, 2025. View client details ↓
According to their SEC Form ADV, PACE FINANCIAL ADVISORS, INC. offers financial planning and portfolio management for individuals. View all service details ↓
PACE FINANCIAL ADVISORS, INC. manages $390 million in client assets according to their SEC filing dated June 02, 2025.
According to their SEC Form ADV, PACE FINANCIAL ADVISORS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,071
Discretionary Accounts: 4,071
Regulatory Filings
CRD Number: 318359
Filing ID: 1994564
Last Filing Date: 2025-06-02 17:47:00
Website: https://pace-fa.com