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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

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 119
  • 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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth