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Home > Retirement Planners > florida > north miami beach > PIONEER FAMILY OFFICE, LLC
PIONEER FAMILY OFFICE, LLC
3323 Ne 163rd St.
Suite 604
North Miami Beach, Florida 33160
Tel: 305-935-5502
About PIONEER FAMILY OFFICE, LLC
PIONEER FAMILY OFFICE, LLC, formally registered with the SEC as PIONEER FAMILY OFFICE, LLC. The firm was established in 05/31/2019. They have over 1 offices throughout the country.
PIONEER FAMILY OFFICE, LLC is a North Miami Beach, Florida based Financial Planning firm with nearly $703,204,904 assets under management, offering retirement planning & investment advisory services to 316 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 142856 |
| SEC# | 801-116725 |
| Assets Managed by Firm | $703,204,904 |
| No. of Clients | 316 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Other (MINIMUM ACCOUNT CHARGE)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 316 | $703,204,904 |
| Individuals (other than high net worth individuals) | 88 | $24,912,123 |
| High net worth individuals | 64 | $168,792,491 |
| Corporations or other businesses | 47 | $509,500,290 |
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