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Building 2PACE FINANCIAL ADVISORS

Map pinHILLSBORO, OR
Phone971-727-8434
NotebookSEC #801-123174
Total AUM
$362.1M
Employees
9
Clients
1,242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
421 SE WASHINGTON STREET
HILLSBORO
OR 97123
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
971-727-8434
Other Offices
2

ReceiptFinancials

Total AUM
$362.1M
Accounts
3,964
Discretionary
$362.1M
Accounts
3,964
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,161
AUM
$220.3M
HNW Individual Clients
79
AUM
$138.7M
Pension/Profit Sharing Plan Clients
2
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDLAMTNCOHORTNTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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