CRD: 289467
Pioneer Administrative Services LTD
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-1988
- Office Locations
- 1
Office Locations
About Pioneer Administrative Services LTD
Pioneer Wealth Management is an independent firm founded in 1986 providing holistic financial planning, wealth management, and family office services for affluent, high-net-worth and ultra-high-net-worth families. The team manages global and local portfolios using diversification and asset-allocation principles, with dedicated responsible investing (ESG/impact) leadership. The organization serves clients internationally and includes a US-registered RIA family office based in Florida.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Michael Ellis
Chief Investment Officer, Investment Advisor
- CRD
- --
- Ownership
- 10% but less than 25%
Omer Galin
DIRECTOR, Manager
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $104,581 | $104,581 |
| Non-Discretionary | $0 | -- |
| Total | $104,581 | $104,581 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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