Erik
Dante

Pace Financial Advisors

CRD#7919460
Investment Advisor
in Hillsboro, OR

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About this Advisor

Erik Dante is a financial advisor based in Hillsboro, Oregon, working with Pace Financial Advisors. Erik has previously held positions at Pace Financial Advisors, Dante Construction, and Dante Construction LLC. Erik has passed the Series 65 regulatory exam and is registered to provide services in Oregon and Texas. Currently, Erik is part of Pace Financial Advisors, which operates out of Hillsboro, Oregon. The firm has 1 office and 9 employees. The firm manages assets totaling $301.0 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 other services. The fee structure at Pace Financial Advisors includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

421 Se Washington Street
Hillsboro, OR 97123

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Pace Financial Advisors Brokerage Details

Total Assets Under Management

$300,978,627

OR Average: $1,120,203,312
Total Number of Employees

9

OR Average: 50
Total Number of Accounts

3,725

OR Average: 1,309
Average Account Size

$80,800

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Erik Dante Work History

2024 - Present (0 year)

Pace Financial Advisors

2017 - Present (7 years)

Dante Construction LLC

2013 - 2017 (4 years)

Dante Construction

Disclosures

Please visit the SEC profile of Erik Dante 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 Pace Financial Advisors

Kevin Mellinger
Hillsboro, OR
Grant Lawton
Hillsboro, OR
Erik Dante
Hillsboro, OR
Jeremiah Eischen
Hillsboro, OR
Nathan Bauer
Hillsboro, OR
Zachary Moore
Hillsboro, OR
Christopher Mettee
Hillsboro, OR
Jeffrey Eischen
Hillsboro, OR

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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