PACESETTER PLANNING LLC

PACESETTER PLANNING LLC is an SEC-registered investment adviser (CRD 285168). Regulatory assets under management: $9.5M.

Registration

• CRD: 285168
• Type: Registered investment adviser
• Phone: (484) 380-5622
• Latest filing: 2026-02-27
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.5M
• Clients: 2
• Accounts: 37

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285168 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search