PACESETTER FINANCIAL GROUP, L.L.C.

RIASEC RegisteredEst. 2024

Total AUM

$170M

Discretionary

$141M

83% of AUM

Avg account

$223K

Accounts

766

Employees

Advisory reps

Firm details

Headquarters: LINCOLN, Illinois
CRD number: 123287
Registered since: March 21, 2024
Website: pacesetterfinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.6%
Individuals32.48%
Pension & Profit Sharing Plans8.77%
Charitable Organizations2.56%
Corporations / Businesses0.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Pacesetter Financial Group, L.L.C. is an independent registered investment adviser that came onto the SEC registry in 2024 and is organized as an LLC with individual ownership. The firm serves both individual/family clients and institutional clients and provides a mix of advisory services: financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor, it is not classified as a capital allocator, and it is not recorded as a multi-state adviser.