George Cassiere is a registered investment advisor at Pace Financial Group, LLC, based in Fishers, IN, with 23 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Pace Financial Group does not manage client assets. They provide advice and research, but clients implement the investment decisions themselves.
Location
Fishers, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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George is involved in business valuations, ERISA & ESOP consulting, and serves as a trustee for ESOPs, along with corporate consulting work, since 2002. He dedicates nearly full-time hours to these activities.
Employment History
Current Registrations
Pace Financial Group, LLC
Previous Registrations
Capital Analysts, Incorporated
Pace Financial Group, LLC
Private Consulting Group, INC.
Goelzer Investment Management
State Registrations1 state
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