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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Insight timberMatrix +more
- Established Date
- 02-04-2022
- Office Locations
- 3
Office Locations
About Pace Financial Advisors
Pace Financial Advisors is an RIA providing comprehensive financial planning and wealth management, including retirement planning, estate-planning strategies, and insurance reviews. The team partners with clients on long-term investment strategies with access to a wide range of products, with portfolios heavily allocated to ETFs and mutual funds. Advisors serve individuals and entrepreneurs and use platforms like Black Diamond (custody via Schwab/LPL).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Jeffrey Daniel Eischen
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner, PRINCIPAL
- CRD
- #5753349
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Dylan Thomas Bastress
--
- CRD
- #8073520
Nathan Edward Bauer
Financial Advisor
- CRD
- #6232690
Legacy wave
Frontier value
- CRD
- #44670
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $362,100,721 | $91,347 |
| Non-Discretionary | $0 | -- |
| Total | $362,100,721 | $91,347 |
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Separately Managed Accounts
Total SMA Asset: $362,100,721
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,452,311,849 | 28.5% |
| Equity - Exchange | $2,805,100,571 | 32.6% |
| Cash | $3,347,190,559 | 38.9% |
| Total | $8,604,602,979 | 100.0% |