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| Happy Holidays!! thanks for using AUM13F!! |
| Pace Financial Advisors Inc
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| CRD # | 318359 |
| SEC # | 801-123174 |
| CIK # | |
| AUM | $390.1 M (2025-06-02) |
| Employees | 10 (100% Investors, 20% Brokers) |
| Phone | 971-727-8434 |
| Address | 421 SE Washington Street Hillsboro, OR 97123 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,301 | 311.9 |
| (b) Individuals (high net worth individuals) | 35 | 54.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 23.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,071 | 390.1 |
| By Discretionary | ||
| Discretionary | 4,071 | 390.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4,071 | 390.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 390.1 | |
| Total | 4,071 | 390.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Laurel Wealth Planning LLC
✚
|
MN | 0.4 |
|
Beaton Management Co Inc
✚
|
MA | 0.4 |
|
Buttonwood Financial Advisors Inc
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|
MD | 0.4 |
|
Spivak Asset Management LLC
✚
|
CT | 0.4 |
|
Chaney Capital Management Inc
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|
WA | 0.4 |
|
The Lam Group Inc
✚
|
0.4 | |
|
Stonehearth Capital Management LLC
✚
|
MA | 0.4 |
|
LEGA Z Advisory LLC
✚
|
0.4 | |
|
in on Capital Advisors LLC
✚
|
FL | 0.4 |
|
Sierra Investment Management LLC
✚
|
CA | 0.4 |