Pacer Financial, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
117
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Pacer Financial, Inc. is organized as a corporation with individual ownership. Publicly available records provide very little about the firm’s lines of business or client segments; the entity is classified as "Unclassified" in the source data. The firm’s profile flags indicate it does not act as a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or a related adviser. It is also not marked as a newly formed adviser. The firm has not supplied details about advisory activities, fee schedules, or typical client types in the source material, so its investment approach and service mix are not documented in the available dataset.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Erin Jagusak

    Erin Jagusak

    Chief Compliance OfficerCRD 4532335

Contacts

3 of 116
  • Brian Lomedico

    Brian Lomedico

    Managing DirectorCRD 5648592

  • Ashlee Bradbard

    Ashlee Bradbard

    Senior Vice PresidentCRD 5761850

  • Michael Gillespie

    Internal WholesalerCRD 6984817

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth