PACE FINANCIAL ADVISORS, INC.
Legal name: PACE FINANCIAL ADVISORS
CRD #318359 SEC #801-123174 HILLSBORO, OR 971-727-8434
SEC Registered
Total AUM
$390.1M
Discretionary
$390.1M
Employees
10
Clients
0
Accounts
4,071
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $390.1M | $390.1M | $0 | 10 | 0 |
| Apr 2025 | $390.1M | $390.1M | $0 | 10 | 0 |
| Apr 2025 | $390.1M | $390.1M | $0 | 10 | 0 |
| Dec 2024 | $301M | $301M | $0 | 9 | 0 |
| Mar 2024 | $301M | $301M | $0 | 9 | 0 |
| Dec 2023 | $191.1M | $191.1M | $0 | 5 | 0 |
| Apr 2023 | $191.1M | $191.1M | $0 | 5 | 0 |
| Mar 2023 | $191.1M | $191.1M | $0 | 5 | 0 |
| Jun 2022 | $160M | $160M | $0 | 6 | 0 |
| Mar 2022 | $0 | $0 | $0 | 6 | 0 |
| Jan 2022 | $0 | $0 | $0 | 6 | 0 |
DateJun 2025
Total AUM$390.1M
Discretionary$390.1M
Non-Disc.$0
Employees10
Clients0
DateApr 2025
Total AUM$390.1M
Discretionary$390.1M
Non-Disc.$0
Employees10
Clients0
DateApr 2025
Total AUM$390.1M
Discretionary$390.1M
Non-Disc.$0
Employees10
Clients0
DateDec 2024
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees9
Clients0
DateDec 2023
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2022
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0