Pacer Financial, Inc.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
121
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 121
  • Nathan Baker

    Nathan Baker

    Managing DirectorCRD 7433826

  • Donald Kornse

    Donald Kornse

    Managing DirectorCRD 7538847

  • Daniel Alivernini

    External WholesalerCRD 5485838

Unlock 118 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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