← Directory
PACE FINANCIAL ADVISORS
Legal name: PACE FINANCIAL ADVISORS, INC.
CRD 318359File 801-123174
APPROVED
Retail clients
Custody
Filing as of Apr 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$362.1M
Below cohort median (national)
Discretionary AUM
$362.1M
Clients
1,242
3,964 accounts
Employees
9
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 4, 2022
- Principal office
- 421 SE WASHINGTON STREET, HILLSBORO, OR, 97123
- Phone
- 971-727-8434
- Website
- https://www.pace-fa.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $362.1M
- Discretionary AUM
- $362.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,964
- Non-discretionary accounts
- 0
- Total accounts
- 3,964
- AUM per client
- $292K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $138.7M |
| Pension and profit sharing plans | 2 | $3.1M |
| Individuals (other than high net worth individuals) | 1,161 | $220.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.