PIONEX INVESTMENTS INC.
Firm details
- Headquarters
- PRINCETON, New Jersey
- CRD number
- 318475
- Registered since
- March 15, 2022
- Website
- www.pionex.us
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pionex Investments Inc. is a corporation that registered with the SEC in 2022 and operates as an advisory firm charging clients on a percentage-of-AUM basis. The firm’s stated advisory activity is portfolio management for individuals and small businesses, though the snapshot data also lists an institutional client base designation. Ownership is recorded as including domestic and foreign entities and individuals. Pionex is not identified as a capital allocator, does not present itself as an ESG-focused investor, and is not a multi-state or newly formed adviser in the regulatory descriptors provided. The firm has an affiliation with a broker-dealer.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1ROBERT MORRIS
Chief of ComplianceCRD 1194506
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PRINCETON, NJ
MERCER
Location
PRINCETON, NJ
Headquartered in PRINCETON, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MERCER
- Address
- 500 College Rd E
- Time zone
- ET (UTC-5)
- Office locations
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