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⚲
|
| Pacesetter Financial Group LLC
✚
|
|
|---|---|
| CRD # | 123287 |
| SEC # | 801-129763 |
| CIK # | 0001490353 |
| AUM | $145.5 M (2025-02-21) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 217-735-1576 |
| Address | 207 S Mclean Street Lincoln, IL 62656-2858 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 51.4 |
| (b) Individuals (high net worth individuals) | 43 | 76.3 |
| (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 | 4 | 12.8 |
| (h) Charitable organizations | 4 | 4.1 |
| (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 | 4 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 744 | 145.5 |
| By Discretionary | ||
| Discretionary | 710 | 117.5 |
| Non-Discretionary | 34 | 28.0 |
| Total | 744 | 145.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 145.5 | |
| Total | 744 | 145.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 4 | [0001490353] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Pacesetter Management Inc | |
| FNBH Bancorp Inc |
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