CRD: 123287
Pacesetter Financial Group, L.l.c.
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- Custodian
- Ascensus · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2004
- Office Locations
- 1
Office Locations
About Pacesetter Financial Group, L.l.c.
Pacesetter Financial Group is a Central Illinois-based RIA serving families, individuals, business owners, and institutions nationwide. The firm delivers comprehensive planning and ongoing investment management spanning cash flow, tax and insurance planning, retirement, college, and estate needs. Its investment approach emphasizes low-cost implementation, global diversification, and disciplined rebalancing with attention to investor behavior. Team includes CFP and CPA professionals and supports organization-specific investment platforms with regular reviews.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW MICHAEL FITZPATRICK
Chief Operations Officer, Owner
- CRD
- #5741117
- Ownership
- 25% but less than 50%
ANDREW HOWARD HAYES
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Timothy Ross Bacus
Wealth Management Advisor
- CRD
- #6798327
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,814,271 | $192,369 |
| Non-Discretionary | $29,669,535 | $872,633 |
| Total | $170,483,806 | $222,564 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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