Pacer Financial, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
120
Avg account
$0

Firm details

Headquarters
Malvern, Pennsylvania
CRD number
137040
Registered since
February 24, 2006

Firm profile

FINTRX

Overview

Pacer Financial, Inc. is a corporation that has been SEC-registered since 2006. FINTRX classifies the firm as individually owned and unclassified. The record indicates the firm does not serve as a capital allocator and is not identified as an active ESG investor. Additional status flags in the dataset mark it as not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser. The source material contains no description of the firm’s investment approach, target client segments, fee schedule, or specific advisory activities, so there is no basis in the record to describe strategy, portfolio construction, or client service model.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 120
  • Nathan Baker

    Nathan Baker

    Managing DirectorCRD 7433826

  • Donald Kornse

    Donald Kornse

    Managing DirectorCRD 7538847

  • Daniel Alivernini

    External WholesalerCRD 5485838

Unlock 117 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Malvern, PA

Chester

Location

Malvern, PA

Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Chester
Address
500 Chesterfield Pkwy
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth