Pacesetter Financial Group LLC

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Assets, Funds, Holdings

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Pacesetter Financial Group LLC
CRD #123287
SEC #801-129763
CIK #0001490353
AUM $145.5 M (2025-02-21)
Employees 9 (44% Investors, 0% Brokers)
Phone217-735-1576
Address207 S Mclean Street
Lincoln, IL 62656-2858
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
15012090603002005201220192026
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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