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PIONEER FINANCIAL, INC.
CRD 137940
351 NEWTON STREET, SOUTH HADLEY, MA, 01075, United States
Phone
413-532-8392
Fax
413-306-3554
Registration
— (—)
Source
State registered
Total AUM
$7.7M
Discretionary AUM
$7.7M
Team
2 total employees; 1 advisory reps; 94 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2022-03-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $7.5M |
| State/municipal entities | 1 | $126K |
All web addresses on file
Official SEC filing: View on IAPD