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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