PPrivate Fund Data Log in Join · $37/mo

Pace Financial Advisors, Inc.

● SEC registered since 2022CRD 318359SEC# 801-123174Hillsboro, OR
Export (members)
Reg. AUM
$390.1M
Employees
10
Accounts
4,071
Location
Hillsboro, OR

Pace Financial Advisors, Inc. assets under management

Pace Financial Advisors, Inc. is a registered investment adviser overseen by the SEC based in Hillsboro, OR. The firm has been registered since 2022. It reports $390.1 million in regulatory assets under management and employs 10 people.
www.pace-fa.comView on SEC.gov ↗

Pace Financial Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Daniel Eischen ControlFounder/Principal/Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Pace Financial Advisors, Inc. manage?

Pace Financial Advisors, Inc. reports $390.1 million in regulatory assets under management on its Form ADV.

How many employees does Pace Financial Advisors, Inc. have?

Pace Financial Advisors, Inc. reports 10 employees.

Where is Pace Financial Advisors, Inc. located?

Pace Financial Advisors, Inc. is based in Hillsboro, OR and has been SEC-registered since 2022.

Does Pace Financial Advisors, Inc. disclose fund performance?

Pace Financial Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address421 SE Washington Street, Hillsboro, OR 97123
Phone971-727-8434
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$390.1M
Non-discretionary$0
Total (RAUM)$390.1M