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Building 2AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC.

Map pinBOSTON, MA
Phone617-422-4700
NotebookSEC #801-66395
Total AUM
$17.9B
Employees
213
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
60 STATE STREET
BOSTON
MA 02109-1820
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
617-422-4700
Other Offices
1

ReceiptFinancials

Total AUM
$17.9B
Accounts
105
Discretionary
$17.2B
Accounts
98
Non-Discretionary
$722.8M
Accounts
7

ContactClients

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HNW Individual Clients
1
AUM
$48.5M
Banking Clients
1
AUM
$1.9B
Investment Company Clients
4
AUM
$471.3M
Pooled Vehicle Clients
24
AUM
$3.8B
Pension/Profit Sharing Plan Clients
8
AUM
$3.7B
Charitable Organization Clients
1
AUM
$578.6M
Government Entity Clients
5
AUM
$4.4B
Insurance Company Clients
10
AUM
$1.1B
Other Clients
9
AUM
$1.9B
Description of Other Clients
PROPRIETARY ACCOUNTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory Proceeding
State Registrations
MANC

HandshakeAffiliates

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Affiliates
Reported 52 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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