Overview
Assets Under Management: $170 million
Headquarters: LINCOLN, IL
High-Net-Worth Clients: 52
Average Client Assets: $1.8 million
Frequently Asked Questions
PACESETTER FINANCIAL GROUP, L.L.C. 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 #123287), PACESETTER FINANCIAL GROUP, L.L.C. is subject to fiduciary duty under federal law.
PACESETTER FINANCIAL GROUP, L.L.C. is headquartered in LINCOLN, IL.
PACESETTER FINANCIAL GROUP, L.L.C. serves 52 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, PACESETTER FINANCIAL GROUP, L.L.C. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PACESETTER FINANCIAL GROUP, L.L.C. manages $170 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, PACESETTER FINANCIAL GROUP, L.L.C. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.60%
Average Client Assets: $1.8 million
Total Client Accounts: 766
Discretionary Accounts: 732
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 123287
Filing ID: 2062744
Last Filing Date: 2026-03-05 15:59:06