Pace
Kessenich

Brightside Partners

CRD#3256408
Investment Advisor
in Baltimore, MD

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About this Advisor

Pace Kessenich is a financial advisor based in Baltimore, Maryland, working with Brightside Partners. Pace has previously held positions at Brightside Advisory Partners, LLC and Wms Partners, LLC. Pace has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Pace is part of Brightside Partners, which operates out of Baltimore, Maryland. The firm has 2 offices and 12 employees. The firm manages assets totaling $853.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Brightside Partners includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

6300 Blair Hill Lane Suite 302
Baltimore, MD 21209

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Brightside Partners Brokerage Details

Total Assets Under Management

$853,105,653

MD Average: $6,889,882,315
Total Number of Employees

12

MD Average: 45
Total Number of Accounts

486

MD Average: 765
Average Account Size

$1,755,361

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Pace Kessenich Work History

2019 - Present (6 years)

Brightside Advisory Partners, LLC

2007 - 2019 (12 years)

Wms Partners, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Pace Kessenich to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brightside Partners

Gregory Danseglio
Baltimore, MD
Jeffrey Cooke
Delray Beach, FL
Pace Kessenich
Baltimore, MD
Justin Bakewell
Baltimore, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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