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PACE FINANCIAL ADVISORS
PACE FINANCIAL ADVISORS, INC.
CRD 318359 · SEC 801-123174
421 SE WASHINGTON STREET, HILLSBORO, OR, 97123, United States
Phone
971-727-8434
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$362.1M
Discretionary AUM
$362.1M
Team
9 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)RETIREMENT PLAN CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1161 | $220.3M |
| High net worth individuals | 79 | $138.7M |
| Pension/profit sharing plans | 2 | $3.1M |
States served
AZ, CA, CO, GA, ID, LA, MT, NC, OH, OR, TN, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD