1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PIONEER FAMILY OFFICE, LLC

Map pinNORTH MIAMI BEACH, FL
Phone305-935-5502
NotebookSEC #801-116725
Total AUM
$956.8M
Employees
5
Clients
170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3323 NE 163RD ST.
SUITE 604
NORTH MIAMI BEACH
FL 33160
United States
Operating Hours
10:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
305-935-5502

ReceiptFinancials

Total AUM
$956.8M
Accounts
297
Discretionary
$956.8M
Accounts
297
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
40
AUM
$22.7M
HNW Individual Clients
60
AUM
$218.3M
Corporation or Business Clients
70
AUM
$715.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
MINIMUM ACCOUNT CHARGE

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account