Pacer Financial, Inc.
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 137040
- Registered since
- February 24, 2006
- Website
- www.pacerfinancial.com
Firm profile
FINTRXOverview
Pacer Financial, Inc. is organized as a corporation and was registered with the SEC in 2006. The firm is owned by an individual and is categorized in the dataset as "Unclassified." The snapshot data provides limited detail about the firm's business model: fields for client base, fee structure, business activities and advisory activities are not populated. The record flags the firm as not being a capital allocator and not an active ESG investor. The snapshot also indicates the firm is not designated as a multi-state adviser, though the record elsewhere lists multiple office locations (see Location & Offices). There is no information in the provided data about the types of clients served, specific investment strategies, or any affiliations or industry awards.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Erin Jagusak
Chief Compliance OfficerCRD 4532335
Contacts
3 of 119
Brian Lomedico
Managing DirectorCRD 5648592

Ashlee Bradbard
Senior Vice PresidentCRD 5761850
Michael Gillespie
Internal WholesalerCRD 6984817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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