Pacesetter Financial Group, L.L.C. (Lincoln)

Name: Pacesetter Financial Group, L.L.C.
Address: 207 S. Mclean Street, Lincoln, IL, 62656 2858
Telephone: 217-735-1576

Pacesetter Financial Group, L.L.C. is an adviser based in Lincoln. It manages $38.65 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Illinois.

Pacesetter Financial Group, L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Pacesetter Financial Group, L.L.C: assets under management

The assets under management (AUM) of Pacesetter Financial Group, L.L.C. is $38.65 million. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $26.58 million in discretionary accounts and $12.07 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $229.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.34 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pacesetter Financial Group, L.L.C. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lincoln

The principal office where Pacesetter Financial Group, L.L.C. performs its advisory services is located at 207 S. Mclean Street, Lincoln, IL 62656 2858, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 217-735-1576 or by fax 217-735-5866. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at pacesetterfinancial.com.

Pacesetter Financial Group, L.L.C. (Lincoln)

Pacesetter Financial Group, L.L.C: assets under management

Fees & Commissions

Based in Lincoln

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