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PACESETTER FINANCIAL GROUP, L.L.C.
CRD 123287 · SEC 801-129763
207 S. MCLEAN STREET, LINCOLN, IL, 62656-2858, United States
Phone
217-735-1576
Fax
217-735-5866
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$170.5M
Discretionary AUM
$140.8M
Team
10 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 307 | $55.4M |
| High net worth individuals | 52 | $94.8M |
| Pension/profit sharing plans | 4 | $15.0M |
| Charitable organizations | 4 | $4.4M |
| Corporations/business entities | 4 | $1.0M |
States served
IL, TX
All web addresses on file
Official SEC filing: View on IAPD