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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pioneer Family Office LLC
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| CRD # | 142856 |
| SEC # | 801-116725 |
| CIK # | |
| AUM | $791.5 M (2025-03-26) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 305-935-5502 |
| Address | 3323 NE 163rd St North Miami Beach, FL 33160 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 78 | 26.0 |
| (b) Individuals (high net worth individuals) | 66 | 167.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 53 | 597.7 |
| (n) Other | 0 | 0.0 |
| Total | 296 | 791.5 |
| By Discretionary | ||
| Discretionary | 296 | 791.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 296 | 791.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 658.4 | |
| United States Persons | 133.0 | |
| Total | 296 | 791.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
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✚
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MI | 0.8 |
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Madden Securities Corporation
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TX | 0.8 |
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CO | 0.8 |
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Vantage Financial Group Inc
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OH | 0.8 |
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Phocas Financial Corporation
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CA | 0.8 |
|
Wealthstar Advisors LLC
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TX | 0.8 |
|
Eldridge Investment Advisors Inc
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|
NH | 0.8 |
|
Summit Creek Advisors LLC
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|
MN | 0.8 |
|
Frisch Financial Group Inc
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|
NY | 0.8 |
|
Johnson Bixby & Associates LLC
✚
|
WA | 0.8 |