Unclaimed Profile

Don Arthur Pace

NETTING & PACE, INCORPORATED·SAN ANTONIO, Texas

Series 65Clean record26 years registeredNETTING & PACE, INCORPORATED

7373 BROADWAY, SUITE 400, SAN ANTONIO, TX 78209-3219CRD# 4391713Firm CRD# 110732

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Don Arthur Pace · SAN ANTONIO, TX

Registration

CRD #4391713 · NETTING & PACE, INCORPORATED · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: NETTING & PACE, INCORPORATED

EXENCIAL WEALTH ADVISORS

Apr 2016 – Nov 2023

San Antonio, TX

NETTING & PACE CPAS

Aug 2000 – Apr 2016

SAN ANTONIO, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 1, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NETTING & PACE, INCORPORATED

CRD 110732 · SEC 801-32548

AUM

$171M

Regulatory assets under management

Employees

270 client accounts

Services offered by NETTING & PACE, INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at NETTING & PACE, INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Don Arthur Pace offer?

Don Arthur Pace specializes in Financial Planning, Investment Management, Wealth Management.

What are Don Arthur Pace's credentials?

Don Arthur Pace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Don Arthur Pace located?

Don Arthur Pace is based in SAN ANTONIO, Texas, last registered with NETTING & PACE, INCORPORATED.

How does Don Arthur Pace charge for services?

Don Arthur Pace's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NETTING & PACE, INCORPORATED?

NETTING & PACE, INCORPORATED has approximately 7 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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