|
⚲
|
| Pace Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 318359 |
| SEC # | 801-123174 |
| CIK # | |
| AUM | $362.1 M (2026-04-15) |
| Employees | 9 (100% Investors, 11% Brokers) |
| Phone | 971-727-8434 |
| Address | 421 SE Washington Street Hillsboro, OR 97123 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,161 | 220.3 |
| (b) Individuals (high net worth individuals) | 79 | 138.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,964 | 362.1 |
| By Discretionary | ||
| Discretionary | 3,964 | 362.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,964 | 362.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.1 | |
| Total | 3,964 | 362.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FPC Investment Advisory Inc
✚
|
CA | 0.4 |
|
TL Private Wealth LLC
✚
|
TX | 0.4 |
|
Synergy Financial Group Ltd
✚
|
0.4 | |
|
Solitude Financial Services Inc
✚
|
VA | 0.4 |
|
Crestmont Private Wealth LLC
✚
|
TX | 0.4 |
|
Briggs Wealth Management Inc
✚
|
CT | 0.4 |
|
Sierra Investment Management LLC
✚
|
CA | 0.4 |
|
Sonata Capital Group Inc
✚
|
WA | 0.4 |
|
Cascade Investment Advisors Inc
✚
|
OR | 0.4 |
|
Kessler Investment Group LLC
✚
|
IN | 0.4 |