RIA Intel›Advisers›Oregon›PACE FINANCIAL ADVISORS, INC.

PACE FINANCIAL ADVISORS, INC.

Advisory

N·HILLSBORO, OR

Data as of Apr 15, 2026 · Source: SEC Form ADV

Total AUM
$362M
1-Year AUM Growth
+57.5%
3-Year CAGR
—
Employees
9
Assets Under Management
Total AUM$362M
Discretionary AUM$362M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1,351
Team
Total Employees9
Investment Advisers9
Employee Growth (1Y)+80.0%
Filing History
Total Filings on Record8
First FilingJan 5, 2022
Latest FilingApr 15, 2026
🔒 Full AUM trend chart and 8 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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