← Back to searchVisit website
PIONEER FAMILY OFFICE, LLC
CRD 142856 · SEC 801-116725
3323 NE 163RD ST., SUITE 604, NORTH MIAMI BEACH, FL, 33160, United States
Phone
305-935-5502
Fax
305-935-5133
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$956.8M
Discretionary AUM
$956.8M
Team
5 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; MINIMUM ACCOUNT CHARGE
Org form
Limited Liability Company
Filing date
2026-04-10
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $22.7M |
| High net worth individuals | 60 | $218.3M |
| Corporations/business entities | 70 | $715.7M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD