Pacer Financial, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
119
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 corporate RIA that registered with the SEC in 2006. The firm is owned by an individual and is listed in the dataset with an "Unclassified" adviser type. The record indicates Pacer Financial is not a capital allocator and is not identified as an active ESG investor. Several routine firm attributes—client base, advisory activities, fee structure and specific business activities—are not provided in the available profile.

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 119
  • Nathan Baker

    Nathan Baker

    Managing DirectorCRD 7433826

  • Donald Kornse

    Donald Kornse

    Managing DirectorCRD 7538847

  • Daniel Alivernini

    External WholesalerCRD 5485838

Unlock 116 more contacts

Wealth teams

FINTRX

Newly hired reps

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth