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 has been SEC-registered since 2006. FINTRX classifies the firm as "Unclassified" and lists the owner type as an individual. The database does not record any stated client segments, fee structure, or specific advisory activities for the firm. Several regulatory/operational flags in the snapshot are negative: the firm is not identified as a capital allocator, not marked as an active ESG investor, not a pension consultant, and is not listed as a related adviser. FINTRX also indicates the firm is not a multistate adviser, which is notable given the office footprint reported elsewhere.
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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