Netting & Pace, Incorporated is a large advisory firm based in San Antonio. It manages $171.35 million of regulatory assets for 270 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Netting & Pace, Incorporated 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 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Netting & Pace, Incorporated is $171.35 million. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Netting & Pace, Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Conrad J. Netting has been acting as President since 1 Jul 2000. Michelle Renae Scarver joined the executive team most recently as the Vice President.
The principal office where Netting & Pace, Incorporated performs its advisory services is located at 7373 Broadway, Suite 400, San Antonio, TX 78209 3219, 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 210-738-3888 or by fax 210-738-1010. The normal business hours are 8a.m. to 5p.m. on Monday - Friday. You can find more information about the New York firm at nettingpace.com.