RIA Intel›Advisers›Massachusetts›PIONEER FINANCIAL, INC.

PIONEER FINANCIAL, INC.

Advisory

SOUTH HADLEY, MA

Data as of Mar 7, 2022 · Source: SEC Form ADV

Rank in MA

#1,469

of 1,590 advisers by AUM

Average account

$63K

across 122 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 7, 2022.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients94

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

94 clients

The full client-type breakdown and the share of AUM each category represents.

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