PIONEER FINANCIAL, INC.

RIASEC Registered

Total AUM

$7.7M

Discretionary

$7.7M

100% of AUM

Avg account

$62.8K

Accounts

122

Employees

Advisory reps

Firm details

Headquarters: SOUTH HADLEY, Massachusetts
CRD number: 137940
Website: www.pioneeradvisor.com
Custodians: FOLIO INVESTMENTS, INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals98.35%
State / Municipal Government1.65%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Pioneer Financial, Inc. operates as an independent registered investment advisor (RIA) and is structured as a corporation. The firm caters to a diverse client base that includes individuals, families, and institutional clients. Its business model encompasses a variety of advisory activities, including financial planning services, portfolio management for individuals and small businesses, and institutional portfolio management. Additionally, Pioneer Financial engages in the selection of other advisers and publishes periodicals or newsletters. The firm does not focus on ESG investments and operates solely within a single state.