Pace Financial Group, LLC offers advisory services, primarily to privately-held business owners selling equity to an Employee Stock Ownership Plan (ESOP) and wanting to create a compliant investment portfolio. George Cassiere works with each client, discussing individual stocks and doing specific research and analysis at the client's request. Pace does not currently manage client assets.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Pace Financial Group does not manage client assets. They provide advice and research, but clients implement the investment decisions themselves.
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