Overview
Assets Under Management: $390 million
Headquarters: HILLSBORO, OR
High-Net-Worth Clients: 35
Average Client Assets: $2 million
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