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Grace Financial Advisors LLC

Grace Financial Advisors LLC. CRD 288701

Grace Financial Advisors LLC logo

CRD: 288701

Grace Financial Advisors LLC

West Chester, PA
6103561110
gracefinancialadvisors.com
$32.8M Total AUM
$24.2M Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail
Platforms
PrimeUnison +more
Established Date
06-29-2017
Office Locations
1

Office Locations

-- West Chester PA

About Grace Financial Advisors LLC

Grace Financial Advisors is a Pennsylvania-based RIA providing faith-based financial planning and portfolio management for Christian individuals and families, including entrepreneurs, seeking advice aligned with biblical values. Services include investment and retirement planning, tax and estate coordination, insurance guidance, and charitable-giving strategies. Led by a CFP professional with CKA and AAMS designations; custody includes Altruist.

Team overview

-- AVG AGE
$32.8M AVG AUM / ADVISOR
$436.9K AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Fusion Pathway Oak

Client Personas

Legacy peak

Custodian

Quantum Wave Pathway value Focus momentum

Investment Themes

Atlas Matrix glacier Momentum frontier Insight

Investment Vehicles

Value Catalyst north

Services

Unison Ember Peak delta Atlas vital Focus Oak Vital Unison Summit horizon

Technology

Meridian Unison Glacier

Owner & Executives

TIMOTHY WILLIAM SLOTHOWER

TIMOTHY WILLIAM SLOTHOWER

Chief Compliance Officer, Managing Member, Principal

CRD
#4845710
Ownership
75% or more
(754) 977-2934
focus.catalyst@primecapital.com
in linkedin.com/in/pathway-vital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $24,153,317 --
Non-Discretionary $8,612,741 --
Total $32,766,058 --

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Separately Managed Accounts

Total SMA Asset: $32,766,058

$32.8M Total SMA
Equity - Exchange:
30.6%
Public Funds:
27.5%
Cash:
7.4%
Municipal Bonds:
34.5%
Asset class Assets Assets %
Equity - Exchange $93,901,876 30.6%
Public Funds $84,388,941 27.5%
Cash $22,708,297 7.4%
Municipal Bonds $105,869,761 34.5%
Total $306,868,875 100.0%

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