Overview
Assets Under Management: $274 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.95
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,618
Discretionary Accounts: 1,462
Non-Discretionary Accounts: 156
Regulatory Filings
CRD Number: 133429
Filing ID: 1925553
Last Filing Date: 2025-03-19 10:32:00
Website: https://pioneerwealth.com