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Building 2PACESETTER FINANCIAL GROUP, L.L.C.

Map pinLINCOLN, IL
Phone217-735-1576
NotebookSEC #801-129763
Total AUM
$170.5M
Employees
10
Clients
371

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
207 S. MCLEAN STREET
LINCOLN
IL 62656-2858
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
217-735-1576

ReceiptFinancials

Total AUM
$170.5M
Accounts
766
Discretionary
$140.8M
Accounts
732
Non-Discretionary
$29.7M
Accounts
34

ContactClients

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Individual Clients
307
AUM
$55.4M
HNW Individual Clients
52
AUM
$94.8M
Pension/Profit Sharing Plan Clients
4
AUM
$15M
Charitable Organization Clients
4
AUM
$4.4M
Corporation or Business Clients
4
AUM
$1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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