Pacer Financial, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
120
Avg account
$0

Firm details

Headquarters
Malvern, Pennsylvania
CRD number
137040
Registered since
February 24, 2006

Firm profile

FINTRX

Overview

Pacer Financial, Inc. is organized as a corporation and has been SEC-registered since 2006. FINTRX classifies the firm as "Unclassified" and lists the owner type as an individual. The database does not record any stated client segments, fee structure, or specific advisory activities for the firm. Several regulatory/operational flags in the snapshot are negative: the firm is not identified as a capital allocator, not marked as an active ESG investor, not a pension consultant, and is not listed as a related adviser. FINTRX also indicates the firm is not a multistate adviser, which is notable given the office footprint reported elsewhere.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Erin Jagusak

    Erin Jagusak

    Chief Compliance OfficerCRD 4532335

Contacts

3 of 119
  • Brian Lomedico

    Brian Lomedico

    Managing DirectorCRD 5648592

  • Ashlee Bradbard

    Ashlee Bradbard

    Senior Vice PresidentCRD 5761850

  • Michael Gillespie

    Internal WholesalerCRD 6984817

Unlock 116 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth