Netting & Pace, Incorporated (San Antonio)

Name: Netting & Pace, Incorporated
Address: 7373 Broadway, Suite 400, San Antonio, TX, 78209 3219
Telephone: 210-738-3888

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.

Netting & Pace, Incorporated: assets under management

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 firm manages $138.44 million in discretionary accounts and $32.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $547.21 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.94 million.

Netting & Pace, Incorporated has custody of $12.17 million in cash and securities for 14 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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.

Careers at Netting & Pace, Incorporated

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Don Arthur Pace	Secretary	1 Jul 2000	Other	4391713
Conrad J. Netting	President/chief compliance officer	1 Jul 2000	75% - 100%	1862732
Conrad Netting	President	1 Jul 2000	75% - 100%	1862732
Michelle Renae Scarver	Compliance officer	1 Jul 2000	Other	2808956
Sandra Elaine Schieffer	Vice-president	1 Aug 2003	Other	4359537
Murray Paul Mangum	Vice-president	1 Aug 2003	Other	4356747
William C. Bradley	Vice-president	1 Dec 2003	Other	4769835
Michelle Renae Scarver	Vice president	1 Sep 2009	Other	2808956

Based in San Antonio

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.