Pace Financial Advisors

Overview

Pace Financial Advisors is an independent, corporation-structured registered investment adviser that began SEC registration in 2022 and is owned by an individual. The firm serves both individual and family clients as well as select institutional relationships. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Compensation is primarily a percentage of assets under management, with the option for hourly fees for certain services. The firm does not identify as an active ESG investor and is not reported as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices