Pacer Financial, Inc.
Firm details
- Headquarters
- Malvern, Pennsylvania
- CRD number
- 137040
- Registered since
- February 24, 2006
- Website
- www.pacerfinancial.com
Firm profile
FINTRXOverview
Pacer Financial, Inc. is an SEC-registered advisory firm organized as a corporation and first registered in 2006. Ownership is held by an individual rather than a corporate parent or partnership. The firm's snapshot categorizes it as "unclassified" and its filings indicate it does not act as a capital allocator or a pension consultant. It is not identified as an active ESG investor and is not marked as a related adviser or a newly formed adviser. The firm has not supplied detailed public descriptions of its client segments, fee schedules, business activities, or specific advisory offerings in the provided data set. Reported fields in the snapshot focus on regulatory classifications rather than portfolio strategy or service lines, so there is limited visibility into how the firm sources mandates or structures client relationships. The public profile also shows an absence of reported client counts and AUM figures in the available record, which suggests either the adviser does not manage advisory assets in the conventional sense captured by the dataset or that those metrics were not disclosed to the data provider.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 121
Nathan Baker
Managing DirectorCRD 7433826

Donald Kornse
Managing DirectorCRD 7538847
Daniel Alivernini
External WholesalerCRD 5485838
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Malvern, PA
Chester
Location
Malvern, PA
Headquartered in Malvern, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Chester
- Address
- 500 Chesterfield Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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